Jon Halstenson

I’m proud to say I grew up in the Midwest around hard-working people of all walks of life. As an adolescent, my family, coaches, teachers, and mentors all provided a framework of values and expectations that I’m extremely thankful to have been a part of. We were taught to work smart and hard whether at school, the family farm, or playing sports. I started asking my father, Tom, about investments, primarily stocks because Dr. Tufte and Mrs. Olson’s 5th grade class was about to play the “stock market game.” I learned anything I could from then until getting licensed in 2006, after which I attended the University of Wisconsin River Falls. I was awarded NCHA academic all-conference honors in 2009 while my father navigated the financial crisis. After graduation in 2010 I returned full-time to do my part in building our business while remembering the lessons learned by those before us. With honesty, integrity, knowledge, and experience behind us we set out to help our clients build and protect their legacies in ways that are right for each client individually. It’s an honor for us to hear your story and to be considered in helping with your financial future.