Our Qualifications

Jon P. LeBaron, CFP®, ChFC, CLU, MSFS

Born in Reed City, MI, 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.  Jon is a CFP® practitioner or CERTIFIED FINANCIAL PLANNER^TM practitioner.  Jon has successfully received a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania and has been awarded by AXA Advisors the title of Retirement Planning Specialist.  Additionally, Jon has earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.  ChFC and CLU are professional designations of The American College, Bryn Mawr, PA.  Jon is a member of the Million Dollar Round Table (MDRT).  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, MI.  Jon and Tania reside in Cadillac.

Richard L. LeBaron, ChFC, CLU

After graduation from Reed City High School, Richard LeBaron 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.  ChFC and CLU are professional designations of The American College, Bryn Mawr, PA.  He is a qualifying and life member of the Million Dollar Round Table (MDRT).  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.