As graduates from Los Alamitos High School themselves, Jon and his wife Kirsten live in Seal Beach with their three children, Nick, Rebecca and Kate, each of which currently attend different LAUSD schools.
Jon is a co-owner and senior financial advisor with RS Crum, Inc. (www.rscrum.com), a fee only wealth management firm based in Newport Beach that was actually founded in Los Alamitos back in 1976. Jon serves as the lead advisor to many of the firm’s clients and is also RS Crum’s Chief Financial Officer.
Jon is a Certified Financial Planner (CFP®), Certified Kingdom Advisor (CKA®), and is an active member the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and a Charter Board Member for The Center for Investment and Wealth Management at UC Irvine.
Jon has a Bachelor of Science in Business Administration from the University of Arizona and an MBA with emphasis in Finance from Pepperdine University. Jon is passionate about kids, and enjoys volunteering his time as a coach for local youth sports teams as well as teaching financial management classes at local schools and churches in our community.