NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
Jon has over thirty-five years of experience as a financial professional specializing in retirement planning. He is a partner in Heischman Financial Services along with this son, Jon Jr. Together they work with clients to protect and grow their assets offering advice, strategies and all areas of investments as independent advisors.
Jon holds a Bachelors Degree from Franklin University as well as the following designations. Registered Health Underwriter (RHU), Life Underwriter Training Council Fellow (LUTCF), Certified Senior Advisor (CSA) and Certified in Long Term Care (CLTC). He is a member of the Better Business Bureau, National Association of Insurance and Financial Advisors, and Financial Service Professionals. For the past seven years, he has been the host of a radio show that airs every Sunday morning on a local radio station in Columbus, Ohio.
In addition to many hobbies and activities, Jon and his wife, Bonnie value family time with their son, daughter and two granddaughters.