The Koch & Bowker Group

Jon offers his clients a wealth of financial knowledge.  Jon is a CERTIFIED FINANCIAL PLANNER™ practitioner and is an Accredited Asset Management Specialist.  In addition, Jon's areas of expertise include Individual and Business Retirement Plans, Asset Allocation, Security Analysis, and Individual Bond Selection. Jon is a fully licensed Financial Advisor carrying the series 7, 63, and Insurance Licenses.

Jon obtained his Bachelor of Science degree in Finance from Northern Illinois University.  He was born and raised in DeKalb were he still resides with his wife Julie, and son Mitch.  In addition to spending time with his wife, he enjoys playing tennis, golfing, exercising, and attending NIU Football games.  He is a member of Kiwanis, the Rockford Chamber of Commerce, and the NIU Rockford Club. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.

David lends his clients over eleven years of experience in the financial service industry.  David’s areas of expertise include Retirement Income Planning, Estate Planning, Alternative Investment Strategies and Life Insurance Strategies. David is a fully licensed financial advisor who has obtained the series 7, 63, and 65 securities licenses.

David is most well known as a self-made entrepreneur who started and ran several successful businesses. David enjoys sharing his free time with his wife Candice and three children: Payton, Cameryn, and Kye.  David enjoys nature, golf, staying physically fit and fishing. David is a member of the Kiwanis and The Rockford Chamber of Commerce.