Jon MertensAnalyst, Relationship Manager, Ft. Collins
Jon Mertens, Ft. Collins, is responsible for creating financial planning deliverables and executing client transactions in the Fort Collins office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. He also oversees onboarding of new clients, maintenance of current accounts, and assists the advisors with day-to-day activities.
Jon joins us from TIAA, where he worked the past four and a half years. He worked at TIAA as a Consultant in the Retirement Services department, then as a Consultant in the Asset Retention and Engagement department, and most recently as a Sr. Brokerage Consultant in TIAA’s Brokerage Services.
Jon received a Bachelor of Science in Finance from Colorado State University and is a Certified Financial Planner™ professional.
In his free time, Jon enjoys spending time outside with friends and family, especially snowboarding in the winter or days at Horsetooth Reservoir in the summer.