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Jon is the President of Hinds Financial Group.  He has been with Hinds Financial group since 1999 and a partner since 2004. He has years of experience and knowledge in investment and financial planning including portfolio construction, portfolio tax-management, and sub-advisor due diligence in addition to working with clients and their long term planning. He works with the other member of the team on the Investment committee and heads up the high net worth/ institutional practice at Hinds.

He focuses on working with retirees, business owners, and professionals to establish long-term strategies that will help ensure successful financial transitions in the future. Jon's approach to client needs could be termed “open architecture.” In a world of complex financial products and strategies, he doesn’t believe in a one size fits all solution.  It is usually a thoughtful combination that best fits clients.  He uses his knowledge of the economic terrain and the financial services industry to closely align solutions with each individual's outlook on the world.

Whether utilizing fixed income portfolios, mutual funds, exchange traded funds, stocks or alternative strategies, Jon will use tools to help clients develop a strategy that fits. He meets with families on a regular basis to prudently monitor the appropriateness of strategies for people as their lives change.

Jon holds a Bachelor of Science degree in Accounting and Finance from the University of Colorado in Boulder. He has been awarded the 5280 Magazine Five Star Wealth Managers for Denver recognition annually since 2018 and several years beforehand.

During his off time Jon enjoys golfing, skiing and spending time with friends and family.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or nondiscretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client's evaluation. The Five Star award is not indicative of the wealth manager's future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

Keith discovered the financial planning industry while in college and has since found his passion in helping families and professionals uncover what successful retirement means to them. The best moment for him is seeing the relief when clients realize that their dreams for retirement are within reach.

He focuses on taking a “life-planning” approach with his clients. This means first working to understand their goals and dreams, building a plan to determine the best way to achieve those, and finally tailoring our strategies and investments in accordance with that plan. Keith also works on the investment committee, researching and analyzing fund options for our portfolios.

Keith is a Certified Financial Planner™ and holds the FINRA Series 7 & 66 registrations, as well as a Colorado Insurance license. He has been with Hinds financial group since September 2021 and first entered the financial services industry in 2012 after graduating from a CFP®-Board registered program at Virginia Tech.

Shannon began her career with Hinds Financial Group in 2000. She works behind the scenes generating reports for client meetings and also schedules meetings. She assists clients with on-line access to their accounts. Shannon is also a member of the Marketing Committee.