About Jon Floyd

With extensive industry experience, combined with his commitment as a fiduciary, Jon has helped over 2,000 families navigate critical decisions since 2001. Throughout his career, Jon has held various roles, including partnering at an estate planning firm, working on Wall Street, and launching an online brokerage. Now, he’s focused on creating estate planning solutions that allow his clients to live their retirement dreams while leaving a legacy. He upholds the three core principles of his firm—education, transparency, and empowerment—helping clients understand why a well-crafted estate plan is the cornerstone of long-term wealth and family security.

Jon’s personal journey with estate planning began after witnessing firsthand the importance of having one when his father was incapacitated following a severe accident. Due to an existing estate plan, Jon’s family was able to make vital medical and financial decisions during a challenging time. This experience solidified Jon’s belief in the value of estate planning, not just for the wealthy but for anyone who has something to protect. However, he believes too many people overlook this component in their financial plan. Jon encourages his clients to shift their focus beyond today, instead envisioning the legacy they wish to leave behind for future generations. He often says, “Estate planning isn’t about the money; it’s about the family.”

Originally from Las Cruces, New Mexico, Jon studied economics at the University of Arizona and now lives in Scottsdale with his wife, Amy, and their three children. Dedicated to financial education, Jon co-hosts “Nuggets of Knowledge” with co-founder Chris Bowman, airing Sundays from 1-2 p.m. on KTAR 92.3 FM. With his own family at the heart of everything he does, Jon understands what means to protect what matters most, and he is dedicated to helping others do the same.