Jon Billinger, with over three decades of experience, is committed to serving the financial needs of families and business owners, striving to create better financial outcomes for all. He holds a CLU (Chartered Life Underwriter) designation, which signifies his expertise in life insurance planning, estate planning, and risk management.

Alongside his financial pursuits, Jon is a certified personal trainer, highlighting his dedication to holistic well-being. With a passion for ensuring a secure and prosperous future, Jon offers specialized services tailored to individual goals, whether it’s safeguarding families or ensuring business continuity. Based in The Woodlands, Texas, Jon, along with his wife Shami, transitioned from California to embrace a new chapter. They cherish time with their three adult sons, their partners, and the newest addition, their first grandchild. Jon’s interests extend beyond finance to include a love for athletics, emphasizing the importance of health in relation to wealth. When not engaged in sports, Jon dedicates time to professional growth through membership in two mastermind groups. Additionally, he gives back to the community through involvement with the Crohn’s Colitis Foundation of America.