Jon A. Law is a seasoned executive with over 40 years of experience in financial services and consulting. He brings a world of expertise with particular strengths in areas such as investment management, financial management, taxes, and college financial aid planning. Jon currently operates a private consulting firm, U Financial , LLC , which he founded in 2007. He has worked with hundreds of clients implementing various financial strategies to improve all areas of financial management.
In addition to his executive career, Jon continues to serve in several boards of directors as well as consulting with many area company owners. Over the last twenty years, Jon has established himself as a thought leader in the field of executive and financial expertise for personal and business owner clients. He is a frequent guest speaker at lectures and has taught many seminars for CPA’s, CFP’s and Insurance Advisors
Jon currently holds the following professional designations, CFP (Certified Financial Planner), CFFC (Chartered Financial Consultant), CFF (Certified Financial Fiduciary), AEP( Accredited Estate Planner)