As a Client Service Manager for the Gast Freeman Troyer Racen Team, Jon enjoys developing relationships with clients and having a positive impact on their lives. He works closely with the team’s Advisors and Partners to help prepare for Client Reviews.
Jon graduated from the University of Mississippi in May of 2017 with a bachelor’s degree in Managerial Finance. Before joining Moneta in 2019, he worked at both Scottrade and TD Ameritrade as an Investor Services Representative, earning his Series 7 and 63 licenses while helping clients place trades and explaining the different order types. At Moneta, he hopes to earn CFP® certification and build strong relationships with clients.
Outside of work, Jon loves to watch just about any sporting event. He enjoys trips to Busch Stadium and traveling back down to Ole Miss to catch an SEC football game.
- Series 7 and 63 licenses
