Our Qualifications
Jon P. LeBaron, CPWA®, CFP®, CIMA®, ChFC®, CLU®, AIF®, RMA®, MSFS
e-mail: jon@lebaronfinancialgroup.com
Born in Reed City, Michigan, Jon LeBaron graduated from the University of Michigan with a Bachelor of Arts degree in 1995 and the American College with a Master of Science in Financial Services degree in 2005. He began his practice in 1995. In 2015 Jon earned the Certified Private Wealth Advisor® designation. The CPWA® designation, delivered by the Investment & Wealth Institute® 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 the Investment & Wealth Institute® 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 Retirement Management Advisor® certification in 2019. RMA® certification focuses on building custom retirement income plans to mitigate clients' risks and to master the retirement planning advisory process, all within an increasingly regulatory environment. Investment & Wealth Institute® awards RMA® certification. 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. 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 Reed City, Michigan.
Ian M. Mark
e-mail: ian@lebaronfinancialgroup.com
Ian Mark was born in Traverse City, Michigan, in 1997. After spending the early part of his career in leadership roles managing Quick Service Restaurant operations, he developed an interest in financial planning and wealth management that led him to pursue a career in the financial services industry. Ian entered the finance profession in 2024 while completing his Bachelor of Science in Finance from Western Governors University, graduating in 2025. That same year he joined LeBaron Financial Group, where he works with individuals and families to help them pursue their financial goals through personalized planning and advice. Drawing on both his management experience and financial education, Ian is dedicated to helping clients navigate important financial decisions and build for the future.