Financial Advisor, CFP®, CEPA
Jonathon was raised in Virginia and now lives in Waunakee with his wife, Ellen, and their four children, Nathan, Kaitlin, Jachin and Brooklyn. A graduate of James Madison University with a Biotechnology degree, he has worked in education as an Advanced Math and Physics teacher. He also spent five years in the pharmaceutical industry at Takeda Pharmaceuticals.
Jonathon has called Wisconsin home for 18 years. He began his career at Edward Jones and has also worked for Merrill Lynch. He has been a financial advisor since 2008 and holds the Certified Financial Planner™ (CFP®) designation. In the summer of 2021, Jonathon also earned the Certified Exit Planning Advisor designation, which gives him additional expertise when it comes to helping business owners incorporate a business succession plan into their financial plan.
Jonathon is passionate about supporting charities and the Madison community. In his spare time, he enjoys being outdoors, golf and supporting his children’s sporting events. Jonathon also loves to attend live music and is an avid guitar player.
In the Spotlight
“I’m very passionate about the Make-A-Wish Foundation, and my son, Jake, was a Wish child. We were able to start up our own 501(c)(3) non-profit, the Jake Foundation. We help to support the American Family Children’s Hospital, as well as Make-A-Wish. But I love to see the kids and the stories of the kids that have had their wishes granted through that organization.”
Holds the Certified Financial Planner™ designation, one of three advisors at Walkner Condon Financial Advisors with the CFP® distinction.
Certified Exit Planning Advisor (CEPA) who works with business owners to create a succession plan as part of a financial plan.
Started the Jake Jordan Foundation with his wife, Ellen, to help raise money and awareness for Sturge Weber Syndrome (SWS).
Between raising four children and having a passion for entrepreneurship, Jonathon has a wide-ranging background when it comes to his areas of expertise. Some of the key topics he’s covered include the key things to know about raising a differently-abled child, succession planning for your small business, and conversations around sending your child to college. You can read his blog on special needs planning by clicking the button below, and you can also find a sampling of the podcast episodes he’s appeared on below.