About Jon Floyd

Jon knew that he wanted to be a banker or stockbroker at the age of 12, though he had no idea what those really were at the time. His grandfather had passed away, and the family watched as his grandmother was talked into a bad investment that eroded her nest egg at a time when she could least afford it. His passion for protecting people’s life savings has never dimmed, and after his first job as a stockbroker on Wall Street, he knew he wanted to be free to help people as an independent fiduciary with no obligation to anyone other than the individual client. “Doing what’s in someone’s best interest should be the standard in my opinion. We lead with estate planning, but we do our best with all aspects of your finances,” Jon says.

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 being a partner 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 Story

Jon’s personal journey with estate planning began after witnessing firsthand the importance of having a fully-executed plan in place when his father was incapacitated following a severe accident. As a custom home builder, his father had 22 custom homes under contract at the time. Thanks to a fully-executed existing estate plan, Jon’s family was able to make vital medical, business, 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.