Who We Are
Jon has over two decades of experience in the financial services industry serving as Dart’s trusted investment manager. He enjoys developing personal relationships with his clients and hearing about their passions, interest, and dreams. He gains an intimate understanding of their long-term goals and develops a strategy to achieve them.
Jon graduated from Central Michigan University with a BSBA degree in personal financial planning and concentration in investment theory.
Jon is devoted to his community. He serves on the Mason Area Chamber of Commerce and the South Landing/Holt Rotary Club, volunteers as a guest auctioneer for the Ingham County Relay for Life, and hosts “Movies by Moonlight” each summer for community members. He and his wife have two daughters who are active in sports and school activities. They enjoy playing board and card games, traveling, and spending time with their dog, Tika.
Aubrey has served as Dart Investment Center’s office director since 2015, and has nearly 15 years of financial industry experience. She enjoys keeping everything organized and is a master of processing, updating, and completing paperwork. Aubrey gives back to her community by playing the piano at local nursing homes, delivering Meals on Wheels, and assisting Jon in planning our Movies by Moonlight events.
Outside of work and her volunteering efforts, Aubrey enjoys reading science fiction books, singing, playing the piano and violin, and using produce from her garden to create new recipes.