Snapshot
FIC | Financial Representative
Excels at simplifying complex concepts
Loves spending time with family, especially outdoors
Contact
Mansfield Office: 419.525.2828 | mansfield@bankscpas.com
Loudonville Office: 419.994.4626 | loudonville@bankscpas.com
Professional Experience
Finance and Human Resources Director at a multi-million-dollar church
Nonprofit Founder and Executive Director (10 Years)
Retail Store Manager
Service Sector Manager
Education
MA in Biblical Theology from Moody Theological Seminary
BBA in Organizational Leadership from Mount Vernon Nazarene University
AAB in Finance and an AAB in Business from North Central State College
Graduate of the Richland County Foundation's Meese Academy (a notable accomplishment in nonprofit administration)
Designations
Licensed in Life, Accident, and Health Insurance across multiple states
Holds Series 6, 63, 65, and IAR licenses
With over 10 years of experience…
I am excited to be a part of the Banks & Associates team and I look forward to providing the time and expertise our clients deserve.
Other Information
Outside of work, Jon loves spending time with his family, especially outdoors. His wife, Emily, is an accomplished writer and homemaker, and their children, Eli (5) and Emma (4), are gifted with hospitality and a wonderful sense of humor.
Jon's favorite activities include cycling, hiking, and soccer. He also enjoys preparing and sharing meals with others.
Jon takes his faith in God seriously and is an active member of his church. An accomplished musician and public speaker, he has frequently served his church by playing guitar, bass, and drums, as well as teaching.
Did you know Jon…
initially held a programmatic position at a church for six years before stepping into the Finance and HR Director role during a financial crisis? (Within five years, Jon led the organization to become debt-free, successfully navigate a senior leadership transition, secure industry-standard financial reserves, and complete significant facility renovations through a capital campaign.)
is one of only 106 Modern Woodmen (amongst thousands) to hold his Series 65 license and his registration as an Investment Advisor Representative (IAR)?
When you work with Jon…
You’ll find that Jon excels at simplifying complex concepts. He enjoys thoroughly assessing your financial situation and creating practical strategies to achieve both short- and long-term goals. Dependable and straightforward, Jon is skilled at helping each individual develop personalized strategies aligned with their values and objectives.
If you seek clarity, confidence, and optimal health in all your financial endeavors, Jon is the ideal advisor for you.
Interested in meeting other members of our team? You can view all members of our Mansfield and Loudonville team here.