Jon Gardey, CFP®, CFA
Managing Director, Executive Advisor
Department: Advisors, Investment Team
Experience: Finance since 1993
Education: Bachelor of Science from the University of Wisconsin-Madison; Naval Reserve Officer Training Corps (NROTC); MBA from Columbia University in the City of New York
As a managing director and executive advisor of the Saginaw, Michigan office, Jon joined the Modern Wealth team via the acquisition of Gardey Financial Advisors in November 2024. Jon served as the CEO of Gardey Financial Advisors in addition to being a financial advisor and the director of research.
Jon learned a lot about leadership, discipline, and responsibility from the six years he served in the U.S. Navy. He served aboard USS Forrestal (CV-59) and USS Aries (PHM-5).
Jon and his wife have four children, one grandchild, and two cats. He enjoys sailing, backpacking, winter camping, cycling, going “up North,” and restoring his 1947 Wills-Overland Jeep. Jon is also charitably inclined, as he supports St. Mark Lutheran Church, Covenant HealthCare Foundation, Saginaw Valley State University Foundation, and Little Traverse Conservancy.
Jon is very active within his community. He’s a member of the CFA Society of Detroit and the Stevens Center for Family Business Executive Council (which is part of the Scott L. Carmona College of Business at Saginaw Valley State). Jon serves on the Covenant HealthCare System Board of Directors and is the investment committee chair. He is also the committee chair and treasurer for Boy Scout Troop 321. Additionally, Jon is a chain gang team leader for the Swan Vally high school varsity football team. On a national level, Jon is on the Central Equity Investments Board of Directors.