Jon McKenzie serves as the financial planning manager for Whittenburg Wealth Partners, a wealth preservation firm located in Salt Lake City, Utah. Jon has over 20 years of financial service experience with 14 years directly related to creating and managing financial plans for clients. He understands that everyone is unique and needs a tailored and sound financial plan.
Jon holds a BS in Economics from Brigham Young University, an MBA from Michigan State University, and is a CERTIFIED FINANCIAL PLANNER™. He believes in the power of education and has taught personal finance, investing, and financial management classes at Salt Lake Community College and Westminster College.
Jon resides in Holladay, Utah with his wife, Charlotte and their children. He enjoys family trips, National Parks, and growing a large vegetable garden every year.