Jon Storing

Jon Storing is a Financial Advisor at Waznik Heike Group with seven years of experience in the financial services industry. He holds his SIE, Series 7, and Series 66 licenses with LPL Financial, as well as a life insurance license. Jon graduated summa cum laude from the University of Wisconsin–Eau Claire with a degree in Finance.

Jon's day-to-day activities include meeting with clients to review portfolios and financial plans, facilitating trades, and following up on client service requests. He specializes in portfolio analysis and implementation, as well as comprehensive financial planning, including retirement timelines, tax planning considerations, and estate planning integration.

Jon approaches client relationships as a steward of trust, with an emphasis on attention to detail and ensuring clients are informed and equipped to make decisions aligned with their goals. He and his family are longtime residents of Elk Mound, WI. Outside of work, Jon enjoys bow hunting, spending time at the lake, and time with his children.