Senior Wealth Advisor & Owner
Experience & Activities
Jon Kattke’s Financial Services career started in 2008 with a belief in building client relationships for the long-term. Jon helps clients in three areas and expects one in return. His primary focus is working with the entrepreneurs and young professionals of today to forge lifelong relationships by guiding them through the stages of wealth accumulation and protection with a plan, helping them pursue their financial objectives and bringing them closer to addressing their main life ambitions. What he asks in return: should a client have a question about anything pertaining to their finances, he expects to be the first phone call. Jon wants to be his client’s primary advisor and he takes pride in his ability to help his clients make smart decisions with their assets through regular contact, savvy financial modeling, and careful implementation. His goal is to work with each client throughout his or her lifetime to provide assistance in navigating through the complexities and challenges of asset management. Jon earned his Bachelor of Arts degree in Marketing from the Leeds School of Business at the University of Colorado. Jon enjoys spending time with his wife Jocelyn and their two kids, Hunter and Cru. He also enjoys playing a round or two of golf, and traveling.
“Financial planning is not a single event, but a process that evolves over many years.”