Meet Jon Underkofler:

Jon has over 25 years of banking, investment management, and financial planning experience, as well as, professional expertise in financial, estate, retirement, and charitable planning. He joined Bernstein from BNY Mellon where he was the director of the overall wealth management strategy, including new business and relationship development of the firms clientele in the Rocky Mountain region.

Jon attended Arizona State University studying Economics and earned a Masters in Finance from Northwestern University. Jon and his wife along with their children live in Highland Ranch where they enjoy boating, skiing, hiking, and biking.