Raised in Harrisonville, MO, Jaxon has always been driven by a desire to learn and challenge himself. His journey into finance began at 15 when he started investing, sparking a deep interest in the financial markets. This early exposure laid the foundation for a future in finance, expanding his knowledge of traditional investing and portfolio management.
At 16, Jaxon became the youngest employee at his local bank, working as a bank teller. There, he witnessed firsthand the financial challenges many people face due to inadequate planning and decision-making. This experience gave him a unique perspective on the importance of financial literacy and solidified his decision to pursue a career as a financial advisor.
Growing up with two entrepreneurial parents who own small businesses, Jaxon gained early insight into the complexities of personal and business finance. That upbringing helped him understand the value of strong financial planning and the pressures that come with managing risk and growth.
By 18, Jaxon had already passed the Securities Industry Essentials (SIE) held by LPL Financial and Life and Health Insurance exams. Now, having successfully passed the Series 7 exam as well (also held through LPL Financial), he has completed the Series 66 which is held through IHT Wealth Management LLC.
Outside of his professional development, Jaxon is an active member of the Cass County Chess Club, where he sharpens his critical thinking and strategic skills—tools that serve him well both at the chessboard and in the financial world.
With a passion for financial education and a strong commitment to helping others make informed decisions, Jaxon is excited to build a career as a financial advisor dedicated to empowering clients to achieve long-term financial success and stability.