Jon Albright, CFP®, CEPA®

Money can mean different things to different people. For some, it may represent financial security and stability, while for others, it may signify freedom or the ability to pursue their passions. As a financial advisor, I understand that the answer to this question is highly personal and unique to everyone. My purpose is to help you align your personal meaning of money with your long-term goals and aspirations. I am a CFP® professional. My approach is centered on building long-term relationships based on trust, transparency and a deep understanding of my client's needs. I believe in taking a holistic approach in this process, which means considering all aspects of my client's financial lives, from investments and retirement planning to estate considerations and level of comfort with risk. By understanding their full financial picture, I’m able to develop tailored strategies that help address their specific needs, wants and wishes. In addition to being a CFP® professional, I have earned the Certified Exit Planning Advisor® or CEPA® designation through the Exit Planning Institute. An important focus of my practice is to help business owners understand the options available to them as they consider how they can unlock the years of hard work and wealth they have invested into their businesses. Since joining Edward Jones in 1999, I’ve had the privilege of helping individuals through many challenging world events of the past quarter century. But more importantly, I’ve been honored to support them through their own personal journeys. I’m incredibly fortunate to have my wife, Lorie, by my side supporting me throughout my entire career. We’re proud parents to four wonderful children – Drew, Olivia, Ruby and Owen – and we’re actively involved in serving our community together as a family. When I’m not helping my client achieve their financial goals, you can find me pursuing my passions outside of work. I’m an avid reader and writer, and I enjoy staying active through distance running events. I’m always looking for opportunities to learn something new and expand my knowledge and skillset. Whether it's trying out a new hobby or exploring a new destination, I believe that continuous learning and personal growth are essential for both personal and professional success. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.