Our Qualifications

Jon P. LeBaron, CPWA®, CFP®, CIMA®, ChFC®, CLU®, MSFS, AIF®

Born in Reed City, Michigan, Jon LeBaron graduated from the University of Michigan with a Bachelor of Arts degree and the American College with a Master of Science in Financial Services degree.  In 2015 Jon earned the Certified Private Wealth Advisor® designation.  The CPWA® designation, delivered by the Investment Management Consultants Association (IMCA) in partnership with The University of Chicago Booth School of Business, is the only advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth.  Jon is a CFP® practitioner or Certified Financial Planner™ practitioner.  Jon LeBaron holds the CIMA® or Certified Investment Management Analyst® certification, administered by Investment Management Consultants Association® and taught in conjunction with The University of Chicago Booth School of Business.  Jon earned this certification in 2016.  Additionally, Jon has earned the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations.  Jon obtained a Certificate in Retirement Planning from The Wharton School of Business at the University of Pennsylvania.  Jon LeBaron earned the Accredited Investment Fiduciary® Designation from the Center for Fiduciary Studies in 2017.  The AIF® Designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process.  He began his practice in 1995.  Jon's wife, Dr. Tania LeBaron, is a family physician and partner at Cadillac Family Physicians, PC in Cadillac, Michigan.  Jon and Tania reside in Cadillac, Michigan. 

 

Richard L. LeBaron, ChFC®, CLU®

After graduation from Reed City High School, Richard served three years as an intelligence specialist in Vietnam and France in the U.S. Army.  He graduated from Michigan State University in 1971 with a Bachelor of Arts degree.  He began his financial services career in April 1971 in Reed City, Michigan.  Richard has earned the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations.  In 2002, Michigan Governor John Engler appointed Richard to serve as a Trustee of the Michigan Municipal Bond Authority.  Richard and his wife Johnell reside in Reed City, Michigan.  They have two children and two grandchildren.