Jon Schiffman

With a love of helping his clients achieve financial independence, Jon has been working in the insurance and financial services industry for over 30 years. Truly he loves helping his clients reduce their tax burden, while also helping them to understand and effectively manage the risks associated with their financial accounts. It is a constant effort to balance potential future expectations with actual outcomes, and this is an effort he takes very seriously. As an independent insurance and financial advisor, Jon represents many different companies. This allows him to prioritize the needs of his clients over the needs of the companies he represents. He is a lifelong student and enjoys studying and learning new things and ideas that will help his clients better achieve their financial and life goals. Jon earned a Bachelor of Arts degree in Accounting from the University of Utah, and a Master’s of Accountancy with an emphasis in Tax degree from Weber State University. Jon and Lois, his wife, the love of his life, are the happy parents of 4 children and 8 grandchildren. He loves reading, learning, and spending time with his family.