Our Thoughts

Employee Spotlight: Jon Ludwig

The latest installment in our regular Q&A spotlight session where we sit down with members of the FJY team to find out a little bit more about what exactly they do here and what makes them tick. 

This Month: Associate Advisor, Jon Ludwig 


  1. What defines success for you? 

Happiness. When people first think of the word “success” they automatically assume that this entails money or power. That’s not the case for me. As long as I can provide a contagious smile and make those around me happy, I will die a very successful man.   


  1. What are three traits that define you? 
  1. Tenacious.  
  1.  Amicable. 
  1.  Energetic.  


  1. If you were stuck on a deserted island, what three things would you bring, and why?   

I would bring my CFP course booklet. Living on a deserted island would give me the perfect opportunity to study for my CFP exam with no distractions. Once I passed my exam, I would use the book as firewood during the cold winter months. Second, I would bring a fishing rod. That would be a great way to put food on the table and have fun while doing it. Lastly, I would bring my iPod and speaker to listen to music. Listening to music always puts me in a happy mood and keeps me motivated.  


  1. How has your family influenced who you are today?   

I wouldn’t be where I am today without my family. My parents taught me how to be independent, hardworking, and humble. They always reinforced me with positive energy and every time I did something right, I wanted to do it again and again and again. I truly admired them, but one of my most significant role models was my older brother. He introduced me to the financial planning profession and has always provided advice and encouragement every step of the way.  


  1. If they made a movie about your life, who would you like to see cast as you? 

Ashton Kutcher. Growing up, I always watched this guy on TV and admired how funny and how well-liked he was. If someone were to portray “Jon Ludwig” in a movie, I feel like his goofy and heart-warming personality would genuinely embody my character. 


  1. If you could meet anyone dead or alive, who would it be and why? 

The Buffett’s… Warren and Jimmy that is. I chose these two individuals because together they perfectly illustrate the concept of working to live and not living to work. I would want to act like a sponge and absorb everything they had to say. I would want to know all about Warren’s business expertise and Jimmy’s endless fun and energetic perspective on life.