Jon founded ALEVO Financial in 2020 after a difficult decision to leave behind everything he built so every recommendation could be guided by his principles and his clients’ best interests, rather than those of a large corporation.
For more than a decade, Jon’s focus has been retirement income planning and safe-money strategies that reduce unnecessary risk and create dependable, guaranteed income options. Jon understands the moment when retirees realize that time is the one resource they can no longer take for granted. He is a member of the prestigious Top of the Table, placing him among the top one percent of financial professionals nationwide. Jon has guided hundreds of families from accumulation to preservation and distribution, helping retirees and surviving spouses create clear, predictable income plans designed to last as long as they do.
Clients describe Jon as steady, prepared, and patient. He listens first, explains every step in plain language, and works hard to earn trust through consistent follow-through.
Since entering the industry in 2013, Nvard has achieved numerous professional milestones, including being recognized as the youngest six-figure earner and senior manager in her field. Beyond her accomplishments, what truly drives her is helping clients feel confident in their financial decisions. She believes that when people understand their options, they’re not just securing their future—they’re empowered to make informed decisions that lead to peace of mind.
One of Nvard’s most unique strengths is her ability to make difficult conversations about money and insurance feel approachable. While topics like life insurance can be daunting, Nvard has a way of breaking them down in a way that resonates with people, making them eager to learn more and take control of their financial future. Her confidence in her craft, paired with her dedication and maturity beyond her years, has allowed her to grow her business and continue helping clients at a high level.