Jon Schuetz

Jon Schuetz

Partner, CFP®, AAMS

My journey into the world of financial planning began with a pivotal moment that changed the course of my life. It all started when I stumbled upon a pamphlet given to my parents, outlining basic financial concepts like paying yourself first, building an emergency fund, and starting to invest early. From that moment on, my commitment to learning and growing in the field of finance was ignited.

Before finding my true calling in financial planning, I was an Emmy Award-winning sportscaster—a role that allowed me to connect with audiences through stories of triumph and determination in the world of sports. Though I've transitioned into the financial realm, my passion for effective communication and storytelling remains a driving force in helping clients understand their financial options.

Eventually, I took the leap and became a CERTIFIED FINANCIAL PLANNER™ practitioner, a journey that required years of study and experience. The process of becoming a CFP® professional is no small feat—it involves rigorous coursework, comprehensive exams, and ongoing education to ensure that practitioners are equipped with the knowledge and skills to provide exceptional financial guidance.

Beyond my professional endeavors, family has always been central to my life. My wife, Donna, is a distinguished figure in the Nebraska High School Sports Hall of Fame, and her achievements serve as a constant inspiration to me. Together, we have three incredible grown children, two sons serving in the Air Force, and a daughter who has dedicated her career to nursing. As proud grandparents, our two precious grandchildren bring immense joy to our lives.

In our leisure time, Donna and I share a love for staying active and enjoying the outdoors. Whether it's bicycling, pickleball, or hitting the golf course, we believe in combining fitness with fun. Personally, I'm also an avid reader, delving into books about history, politics, and, of course, financial planning. Staying well-informed allows me to better serve my clients and adapt to the ever-changing landscape of personal finance.

At Soar Wealth Strategies, we're dedicated to empowering individuals and families to achieve financial success through comprehensive planning strategies. Whether you're navigating the complexities of retirement planning, saving for your child's education, or safeguarding your assets through estate planning and risk management solutions, I'm here to provide personalized expertise and guidance tailored to your unique circumstances. From optimizing investment portfolios to minimizing tax liabilities and ensuring your legacy for future generations, my goal is to equip you with the tools and knowledge you need to confidently pursue your financial goals. With Soar Wealth Strategies, we want you to feel rest assured that your financial future is in capable hands, backed by a commitment to excellence and a passion for helping you soar towards your dreams.