Jon Dahl

Jon Dahl brings over 15 years of customer-focused expertise to our wealth management team. After years of building strong relationships and solving problems in fast-paced client-facing roles, Jon made the natural transition into financial services—where his passion for helping others and genuine interest in people shines through every interaction.

A U.S. Army Veteran with deployments to Iraq and Afghanistan, Jon knows the value of teamwork, accountability, and serving something bigger than yourself. That mission-driven mindset carries into his work every day. Outside the office, he's deeply involved with several veterans' organizations and volunteers with The Action Center in Lakewood, believing that building community is just as important as building wealth.

When Jon isn't supporting our advisors and clients, you'll find him at home with his family or catching local shows with friends. Getting outside and being active is a high priority for Jon whether he is out on the golf course or on the court playing racket sports—where he brings a strategist’s mindset to every game.