Jon  Gates, CFP®, CRPC®

Jon Gates, CFP®, CRPC®

Financial Advisor

What inspired you to become a financial professional?
The concept of employing a strategy to help create wealth always intrigued me. I wanted to learn everything I could about how to make money grow, compound, and perpetuate. I knew that if I could learn how to do this for others, I could do it for my own family too.

What are your passions in life?
I enjoy snowboarding in winter; and golfing, boating, and mountain biking in the summer.