CORNERSTONE WEALTH MANAGEMENT - Key Persons
Jon leads the Cornerstone Wealth Management business and joined the firm as partner in 2014. For corporate clients, he specializes in providing strategies for recruitment, retention, business succession, and tax management through qualified and non-qualified plans. For personal clients, he focuses on developing retirement income, estate plans and investment management strategies that are both cost and tax efficient.
Jon's experience includes working as a CPA and tax attorney, as well as developing a business region for a Fortune 500 financial services firm. This combined experience gives Jon the knowledge to counsel clients with the big picture in mind. He's an entrepreneur at heart and knows what it takes to build a business.
A native Nebraskan, Jon earned bachelor's degrees in accounting and finance from Creighton University and a Juris Doctorate from Creighton University School of Law.
Jon currently serves the Kansas City community as president-elect of the Catholic Foundation of Northeast Kansas and as president of the board for Inclusion Connections, an Olathe nonprofit working to improve the lives of individuals with disabilities. He lives in Lenexa, Kansas, with his wife and four children.
Job Titles:
- RETIREMENT PLAN SPECIALIST
Tyler Davidson has been part of the Financial Services industry since 2010. Since then he has specialized in providing retirement strategies for individuals and businesses, as well as asset management and comprehensive financial and insurance planning services. Tyler delivers top-level service to his clients and strives to create long-lasting relationships based on trust, respect, and understanding.
Tyler grew up in Liberty, Missouri and graduated from the University of Missouri - Columbia with a degree in Finance, Banking, and Real Estate. Tyler holds the FINRA Series 7 and Series 66 licenses, as well as the Life and Health Insurance license. Outside of work, Tyler has multiple hobbies including softball, fishing, golfing, and spending time with family and friends.