Jon Topolski works with intelligent, hard working professionals looking for a trusted resource to understand their complex financial lives and present solutions that allow his clients to most efficiently use their resources to accomplish the broadest array of their financial goals. He views his role as an educator and attracts clients who are looking for an advisor who can help them navigate an ever changing financial landscape by empowering them with the information necessary to understand the ramifications of certain financial decisions and allowing them to truly take ownership of their financial futures.
Jon understands his clients are at various stages of their lives with differing priorities. He addresses these concerns whether it relates to properly planning for retirement, educating their children, preserving their family’s wealth against death or loss of income, and help maximizing the transfer of their estates to their children or to their philanthropic endeavors. With the backing of the Vineyard Financial Group, First Allied Securities Inc., and a select network of trusted resources, Jon provides customized guidance for today, tomorrow, and generations to come.
Jon is a graduate of Baylor University in Waco, Texas where he was an Academic All-American Outfielder for the Bears baseball team. Committed to maintaining his professional education, in addition to FINRA securities registrations, and state insurance licenses, Jon is a Certified Wealth Strategist® practitioner.
He currently resides in Frisco, Texas with his wife Sarah and their two daughters. Jon has stayed involved in baseball by working with young aspiring student athletes, and in his spare time, he enjoys golf and exploring the many family friendly Dallas area activities.