Success Stories

Jon Baker is Woodbury Financial Services’ 2018 number one IAR and number two overall individual advisor with a multi-million dollar practice and a great team of associate advisors and staff. His practice continues to grow each year. About his affiliation with U. S. Planning, Jon says, “I have to give credit to Glenn Williams for contributing to my success. While with U. S. Planning I have grown from a solo practitioner to the largest individual practice at Woodbury. U. S. Planning has provided me with an environment where I could build the practice of my dreams. Glenn has provided wise counsel and has been generous with his time and resources, and the staff at U. S. Planning have helped tremendously along the way. At times it may be difficult to see the value that comes from affiliating with a group, but in my case I have found that being part of a group of advisors has been of great value. I would urge any advisor, large or small, who is looking to grow his or her practice or who simply wants to work with a qualify organization and some great advisors to explore an affiliation with U. S. Planning Group.”