Jon Aldrich

For over 20 years, Jon has been providing financial advice as a fiduciary, beginning his career as a CPA for 10 years at a national public accounting firm in the audit, tax, and employee benefit consulting services areas. While working as a CPA, Jon felt more like a “historian” with accounting being more concerned with what has already occurred, whereas Jon was more intrigued by planning and looking forward.

Prior to joining Farther, Jon was President and Owner of Focus Financial Advisors in Rockford, Illinois – a 100% fee-only financial planning and advisory firm. He advises clients on all aspects of their financial life, specializing in helping families attain their financial goals and life dreams. Jon also works in complex tax and financial & estate planning issues, helping people find a path towards retirement, as well as advising small business owners. He also works in conjunction with client’s CPAs and attorneys to provide a holistic team approach to their complete financial picture.

Jon and his wife Tammy live in Roscoe, Illinois, and are empty nesters of two boys. He enjoys spending time at their lake house in Northern Wisconsin, snowmobiling, off-roading, hiking, boating, snowshoeing, and playing golf. He was also a board member at Northern Illinois Hospice and currently serves as Treasurer after completing two terms as the Operating Board President.