Biography

Jon is the founder and lead financial planner at FinancialMD. He received his B.S. in Psychology from Michigan State University, and a Master’s in Counseling from Spring Arbor University. He is a Certified Financial Education Instructor, Planniand a Certified Financial Planner. Prior to that, he was a licensed counselor in private practice, and carried these helping skills with him into financial planning. Jon began working in graduate medical education in 2013. He and his team developed a financial literacy curriculum with the help of a team of physician advisors. They launched the program in Lansing, Michigan, and quickly grew in demand, ultimately facilitating 150+ lectures each year around the country to residency and fellowship programs. In 2020, FinancialMD took their content virtual, adding video libraries, an online course, and various other avenues to provide financial education to residents, teaching on such topics as budgeting, investing, student loans, .