Jonathan Maertz
Vice President
Jon has more than 20 years of experience in the financial services and benefits industry working specifically with retirement plans. He has an extensive and diverse background in retirement plans, and has spent the majority of his time leveraging his knowledge of industry providers and working with clients to facilitate vendor searches, negotiate with vendors, assist with plan design and deliver investment consulting services.
In addition to his Finance and Management degree from Wisconsin Lutheran College in 1993, Jon received his Certified Plan Fiduciary Advisor designation from the American Society of Pension Professionals and Actuaries in 2009. He also received his Chartered Retirement Plans Specialist designation from the College for Financial Planning in 2002. Jon holds the State of Wisconsin Insurance License. Jon is a member of the National Association of Plan Advisors (NAPA) which is the sister organization of the American Society of Pension Professionals & Actuaries (ASPPA), and part of the American Retirement Association.
In addition to his Finance and Management degree from Wisconsin Lutheran College in 1993, Jon received his Certified Plan Fiduciary Advisor designation from the American Society of Pension Professionals and Actuaries in 2009. He also received his Chartered Retirement Plans Specialist designation from the College for Financial Planning in 2002. Jon holds the State of Wisconsin Insurance License. Jon is a member of the National Association of Plan Advisors (NAPA) which is the sister organization of the American Society of Pension Professionals & Actuaries (ASPPA), and part of the American Retirement Association.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
