Linkedin | Articles | Finra

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.

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.