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Jon E. Willard

Jonathan E. Willard

Retirement Plan Administrator

Jon, the last of ten children, learned at a young age the art of listening. His ability to empathize and make people feel comfortable talking to him has been a great tool in helping him succeed at CPS Investment Advisors where has worked since 2013.

Jon comes with an extensive accounting and client service background. He has worked in several different areas of business from payroll to billing which gives him a great understanding of the right way to do things. He is always willing to help with anything retirement plan oriented including 401(k), 403(b) and 457 plans.

Outside of work, Jon enjoys spending time with his family, a wife and two daughters. He welcomed his first grandson on March 6th and he plans on spoiling him for years to come. He also enjoys playing and watching any and all sports.