His passion for financial planning grew from an early love of managing money and helping others gain control of their finances to live confidently and free from financial stress.
Joined Lido: 2025
Homebase: Salt Lake City, UT
Professional Focus: Supports the Salt Lake City team in delivering financial planning and investment management solutions to high-net-worth and ultra-high-net-worth clients. He is dedicated to helping clients achieve financial clarity and long-term success through disciplined strategy and thoughtful collaboration.
Education: B.S., Finance, Brigham Young University
Previous Work Highlights: Joined Olympus Wealth Management through the firm’s internship program, where his dedication and performance led to a full-time role following graduation. He served as an Analyst at Olympus prior to its partnership with Lido in 2025.
Personal Facts: Passionate about his faith, his family, and spending time outdoors with friends through fitness, golf, baseball, snowboarding, and dirt biking. At age eight, Jon entered a Guitar Hero tournament as the youngest participant and won, walking away with a brand-new electric guitar and amplifier.
