Jon can be reached at:

I grew up in Malin, Oregon. It’s a small town where people worked hard and took care of each other. That community instilled in me a deep belief that everyone deserves access to sound, honest financial guidance, especially during the moments when the stakes are highest. I built AmeriFlex AZ around a simple idea: that the people navigating life's biggest changes; retirement, a business exit, a loss, a fresh start. Everyone deserve an advisor who has done the homework, built the team, and is genuinely committed to their outcome. Not just their portfolio. I specialize in retirement and income planning for individuals and families who are at or approaching one of life's defining transitions. My clients are often asking the same fundamental question: 'Is this going to be okay?' My job is to give them a real answer, and a real plan. I want you to walk out of our first meeting with more clarity than you came in with. And I want you to reach your Preferred Outcomes® . Whatever those look like for you. With the confidence that comes from having a team that has navigated this terrain before.

Donald can be reached at:

I grew up in rural Ohio in a blue collar family. The days were long, the work was real, and the lessons about resilience stuck. That wonderful upbringing gave me something you can't learn in a classroom: genuine empathy for what it means to build something over a lifetime and to want to protect it. Thirty-five years ago, I sat down with my first client. What I have learned and repeated thousands of times since is that financial planning is never really about the numbers. It's about what the numbers make possible: the retirement someone always imagined, the business exit done on their own terms, the legacy left for the people they love. I work with individuals and business owners who are navigating the financial complexity that comes with major life transitions. My focus is on the issues that keep people up at night: longevity risk, tax exposure, and whether retirement income will actually hold through everything life throws at it. I want you to feel steady. To know that we accounted for the unexpected, not just the expected. And to trust that someone is watching out for you, carefully adjusting when life changes, and staying the course when we should.

Ben can be reached at:

I studied finance at Northern Arizona University because I believed that understanding money was one of the most practical ways to make a real difference in someone's life. What I didn't fully appreciate until I started working alongside Jon and Don was how personal this work actually is, how much a well-constructed financial plan changes the way someone feels about their future. That's what keeps me motivated every day. I work alongside our senior advisors to serve individuals and families who are working toward retirement or navigating a major life transition. My focus is on making the planning process clear, approachable, and tailored. So that every client understands exactly what we're building and why. I want you to retire comfortably and with dignity on your own terms, on your own timeline, without financial anxiety following you into the next chapter.

Jakob can be reached at:

I studied Personal Financial Planning because I wanted to understand how money actually works in people's real lives - not in textbooks, but at the kitchen table, during a major life change, in the moments when the decisions feel overwhelming and the stakes feel high. What drew me to AmeriFlex AZ specifically was the team's focus on transitional planning. I believe that the people navigating life's most challenging financial moments deserve precision, patience, and someone in their corner who is genuinely paying attention. I support our advisors and clients across all six of our transition specialties — providing the detail-oriented, precise work that ensures every plan is built right and every client feels cared for. I want every client interaction with our team to feel seamless, clear, and supported. My job is to make sure nothing falls through the cracks — that the work we do for you is as precise as the trust you place in us.

Jeanne can be reached at:

I made a career change later in life, which means I know firsthand what it feels like to step into the unknown, to start something new, and to discover that the right team makes all the difference. That experience gives me a genuine understanding of what many of our clients are going through when they walk through our door. I came to this role with fresh eyes and deep commitment. My focus is on making sure every person who contacts AmeriFlex AZ — whether they're a long-standing client or a first-time caller feels genuinely welcomed, supported, and cared for. The client experience is not a side feature of great financial planning. It is part of it. I want every interaction with our team to feel warm, clear, and easy. I want you to feel like you reached the right place, because you did.