Our Team

Professional Credentials:

CERTIFIED FINANCIAL PLANNER^® practitioner
FINRA Uniform Securities State Law Examination (Series 63)
FINRA General Securities Principal Examination (Series 24)
FINRA General Securities Representative (Series 7)
Life and Health Insurance License*
Investment Adviser Representative of Commonwealth Financial Network

A founding member of Oak Leaf Wealth Management (307’s parent company), Jon originally began his career in the mid 1980’s working for a national brokerage firm. Having grown up in New York to a single  mother who worked as an art teacher, it was instilled in him that hard work, good ethics, and never taking for granted the value of a dollar were principles to live by.

He was hired as one of the youngest financial advisers at American Express in Boston in 1985 and taught investments and modern portfolio theory to 300 planners in the Boston market. He was 25. A true academic, he served as a District manager for Amex in the Boston and metro market until he started his own practice in 1998 on Commonwealth Financial Network’s independent broker-dealer platform. The importance of becoming independent was critical, as it allowed him to make financial recommendations based on the best interests of his clients. This is where he met 307 Financial founder, Mike Zirbel. Jon had always been drawn to the mountains and moving out West, so when Mike and Jon were discussing the opportunity to merge 307 Financial and Oak Leaf Wealth Management, it just felt right. Mike and Jon had similar styles of investment management, valued the magnitude of superior client service and both agreed that the value of comprehensive financial planning (not just investment management) was critical to offer to all clients.

In line with Jon’s love of research and tenure of almost 40 years, he takes an educational role with clients, making complex theories easy to understand. He helps clients define their financial goals and guides them on the path towards achieving them.

In his free time, he can be found playing guitar, watching Bruins Hockey, reading investment and economic commentary on his iPad, or hiking in the hills. However, his most valued time spent is with his granddaughter, Rosalie, who’s a spunky two year old that loves her Papa! Jon splits his time between Massachusetts and Wyoming, with his wife Julie, and two dogs. He has two adult children that love Fremont County almost as much as he does.

Jonathan is proud to have been recognized as a Chairman’s Level advisor for 2024—a distinction based on annual production that places him among the top 3 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

It was while attending college at Minnesota State University that Mike first discovered his passion for the world of finance. Intrigued by its complexity, he went on to receive his degree in finance and economics. This passion took a different track for the first part of his career while he established an agricultural equipment distributorship, serving the greater Montana, Wyoming, and Idaho area. It is here where he gained a deep appreciation for small business owners and the agricultural community and a love for the Rocky Mountain region.

It was in 1982, when Mike moved to Riverton, Wyoming, that he was able to pursue his passion and became a financial advisor. Starting from the ground up, he built a successful business based on the principal of helping others achieve financial success. His achievements serving individual investors and small business owners have earned him the privilege of mentoring other financial advisors around the world.

Mike's deep commitment to serving his community has given him the opportunity to serve as an officer in the Riverton Lions Club and Foundation, the Riverton Elks Lodge, the Riverton Rotary Club, the Kiwanis Club, and the Knights of Columbus. Additionally, he is also a member of the Riverton Reach Club. It is serving the next generation, however, that he finds most rewarding. In the past, Mike has served as the president of the St. Margaret's School Commission, and has held almost every volunteer position in the Boy Scouts of America. He currently serves on the Boy Scouts' Executive Committee for the Adventure West Council.

When not at the office, Mike can be found spending time with his four children and five grandkids. He also enjoys traveling with his wife Julie, snow skiing, and riding his Harley motorcycle.

CERTIFIED FINANCIAL PLANNER™ practitioner
FINRA Uniform Combined State Law Examination (Series 66)
FINRA General Securities Representative (Series 7)
Licensed in Life and Health Insurance in Rhode Island

As a financial planner at 307 Financial and Oak Leaf Wealth Management, Inc., Marja (pronounced MAR-ee-Ya) Sweet works daily for her clients’ success. Specializing in comprehensive financial planning with an emphasis on retirement income planning, Marja has been helping clients achieve their financial objectives since 2014.

After graduating from Northeastern University with a Bachelor Degree in Entrepreneurship, Marja worked as a competitive research associate for State Street Bank and later as a long-term care associate case manager for Advanced Resources Marketing. She began her career in the financial planning industry in 2014 working for Auclair & Auclair LLP until she and Jon took over the practice in 2015. She is currently enrolled in the Financial Planning Master's program through Kansas State University, with a concentration in Advanced Planning and Financial Therapy.

Marja values working in a field where she can sit on the same side of the table with clients, developing strategies that they understand and feel comfortable with—where their financial goals are her guide. Committed to helping clients reduce their financial stress, Marja provides invaluable guidance to the multiple generations of clients whom she serves. Her greatest satisfaction comes from seeing people develop peace and purpose with money, even if it was once a source of stress.

Born in Boston, Massachusetts, Marja lives in Rhode Island with her husband, daughter and two dogs (part-time market-volatility therapy assistants) but travels to Riverton regularly. Dedicated to valuable causes in her community, Marja is a member of the Financial Planning Association, and a volunteer at her local animal shelter. She also has volunteered pro bono financial planning through the FPA of Massachusetts Dana Farber Cancer Initiative. She enjoys reading by the fire, hiking with her dogs and chasing her toddler around!

Shannon, a born and bred Riverton local, came to 307 Financial in November of 2018. At 307, she is the first person you see when you walk in the door or the first voice you hear when you call. Prior to coming to 307 Financial she worked at the local newspaper, The Riverton Ranger for 26 years, where she worked alongside her husband, Robert. Wearing many hats in the 26 years that she was there, the only things she says that she could not do were put the paper together prior to it being printed or run the presses! Her role here at 307 Financial is also one of many hats. Taking care of clients, helping prepare for client meetings and processing all paperwork are just some of the things you’ll see Shannon working on. With a heart of gold, Shannon, works her hardest to make sure clients are content and well taken care of.

Shannon has been married to her husband, Robert, for almost 32 years. They have two hardworking adult sons; the oldest of the two, along with his wife, just welcomed their first child and Shannon's first grandbaby! The younger of the two will be graduating this May from college with several welding degrees. Outside of the office you can find Shannon reading, knitting and crocheting, camping and spending as much time with family and friends.