Jon is a Senior Partner and Managing Director at Snowden Lane, where he provides investment advice and portfolio management services to Snowden Lane’s clients. Jon joined Snowden Lane from Merrill Lynch, where he started his wealth management career in 1995. He understands the pressures and challenges facing today’s individuals and families and is able to custom tailor solutions that meet their unique challenges. Jon offers the greatest level of financial products and tools found anywhere in today’s market and combines them with the highest level of “Boutique” style service you would expect from a smaller firm. Jon is a graduate of Cal State San Bernardino with a B.A. in Business Administration, and also holds the designation of CRPC® (Chartered Retirement Planning CounselorSM). In his spare time, he enjoys being outdoors, skiing, biking and watching college football. He has coached baseball for over 14 years, and has a talent for completing extensive home improvement projects. Jon lives locally with his wife, Endora, and three children, Ashley, Sarah, and Andrew. His oldest daughter, Ashley graduated from Texas Christian University (TCU), Sarah is a graduate of the University of Michigan, and Andrew is currently attending the University of Oklahoma.

Luis is a Senior Partner and Managing Director at Snowden Lane, where he provides investment advice and helps corporate clients set up and maintain corporate retirement plans. Luis started his career in wealth management in 1999 when he joined Merrill Lynch. He routinely provides specialized advice suitable to high net worth individuals and business executives. Within the team his duties include establishing retirement plans for businesses large and small and employee education. He also concentrates his efforts on macro investment research and investment manager selection. Luis is a graduate of Cal State Fullerton with a B.A. in Communication, holds the designation of CRPC® (Chartered Retirement Planning CounselorSM), and is fluent in Spanish. Luis’ mother was born in Havana, Cuba and his father was born in Arequipa, Peru. In his spare time, he is an avid sports fan, particularly soccer and NBA basketball. His favorite pro soccer team is Boca Juniors in Argentina. Aside from his love of sports, Luis’ favorite season is summer and enjoys vacationing in the Caribbean whenever possible. His two favorite islands are St. John in the US Virgin Islands and Grand Cayman. Within the community, Luis serves as a motivational speaker to at-risk and underprivileged youth. He routinely gives “pep-talks” to high school students throughout the greater Los Angeles area, as well as business students in Southland universities. His daughter Sofia is currently pursuing a bachelors in nursing at Regis University in Denver, Colorado. His other daughter Olivia, is a freshman at Texas Christian University (TCU) in Ft. Worth, Texas. He and his wife, Andrea, live locally in the Pasadena area.

Julie is a Senior Registered Client Relationship Manager at Snowden Lane, where she handles all administrative and day-to-day operations with personal care and first-class service. Julie joined Snowden Lane from Merrill Lynch and has over 32 years of experience serving clients in the financial services industry. Often the first point of contact, she assists clients with a wide breadth of daily needs, ranging from cash needs, statement reviews, client account access, to assistance with banking, credit and lending services. She holds the Series 7, Series 66, and Series 31 financial licenses and the designation of CRPC® (Chartered Retirement Planning CounselorSM). During her time at Merrill, Julie obtained her CSNA (Certified Special Needs Advisor) designation, an internal Merrill Lynch program requiring curriculum, test, completion and certification on Merrill Lynch University. For fun, Julie loves playing pickleball and has started playing in competitive tournaments. Julie lives locally with her daughter Janeal.