Jon Timson

Principal, Wealth Advisor
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Areas of Expertise

Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning

Qualifications & Experience

  • BS in Finance, San Diego State University
Springfield, MO

Media

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Words to Live By

If you choose not to decide, you still have made a choice.
Neil Peart

Client Experience Professionals

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Team Members

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About

Jon Timson  brings decades of experience guiding clients through complex financial decisions with care and expertise. His thoughtful and empathetic approach, combined with a knack for simplifying challenges, allows him to create customized solutions that lead to positive outcomes and lasting success for his clients.

Known for his approachable and personable style, Jon thrives on building meaningful relationships. He believes that true financial success begins with a deep understanding of each client’s unique goals and challenges, enabling him to offer advice that truly resonates and makes a difference.

Outside of his professional life, Jon enjoys playing guitar with his band and taking long walks with his dog. These hobbies highlight his commitment to maintaining a well-rounded and balanced lifestyle.