Meet the Team
Stronghold Financial was born from our desire to help seniors and their families easily create a plan which safeguards their finances and ensures they will get the care they need throughout the entirely of their life. Our mission is to do everything we can to make financial and long-term care planning as quick and painless as possible. We are licensed independent insurance brokers with a fiduciary responsibility to do what’s right for you, our client. More than that, we are caring, ethical members of the community.
Founder & CEO
After a thriving executive career in media and technology, Jon was yearning to start a business which made social responsibility its main focus. Jon loves interacting with his clients and the many good-hearted people in the senior care industry.
Founder & President
Prior to starting Stronghold, Katie spent her entire career in estate and retirement planning. She saw the unbelievable stress her dear grandma “Mimi” experienced when moving her grandad into a skilled nursing facility and decided there had to be a better way.
Let our experts help you today.
We’re an intelligent, caring, experienced and ethical team dedicated to bringing the utmost value to our clients. Our hands-on approach results in deep relationships and a clear understanding of their wants and needs. Our clients’ best interests are always our top priority.
We apply tried and true strategies and tactics informed by common sense, logic and rational thought.
We think sleeping at night and being able to look at ourselves in the mirror aren’t overrated things.
Peace of mind
This is the reason you retain us. It’s the biggest benefit we offer.
Do the right thing
We do everything in our power to align our interests with those of our client. If there’s ever a doubt, we do what is best for our client, or won’t take the case.
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What Makes Us Different
We are financial experts and we understand complex financial strategies and concepts. Unlike attorneys, we don’t charge by the hour. Rather, we charge a reasonable, fixed fee. We come to you, wherever you need us. We are ALTCS specialists and financial risk management experts so we know every challenge and nuance you may experience, and how to address it. Our services are cost-effective, and we can help you save tens or even hundreds of thousands of dollars and many, many hours of your valuable time.
We are Arizona based but can operate in 47 states. Let us give you the peace of mind that you deserve. Contact us today!