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Meet the Team

Learn About the Professionals Who Will Be Assisting You in Maintaining Your Legacy

Jon McCardle Photo

Jon McCardle


Jon began his career with Stifel, Nicolas in Cincinnati Ohio over 16 years ago as a stockbroker. He knew that he would enjoy the world of finance much more if he could find a more client-focused approach to offering financial advice and began an exhaustive search for a more suitable firm. Having interviewed with the likes of Merrill Lynch, AG Edwards, Edward Jones, Smith Barney, Morgan Stanley, and AXA Advisors, Jon finally settled on Summit Financial Group of Cincinnati. 

In the fall of 2002, Jon was transferred to Lafayette, IN to operate a newly acquired financial planning firm. In the 5 years under his management, the firm grew an average of 70% per year in accounts and assets under management. In the spring of 2008, Jon decided to purchase the practice entirely and continue its growth.

Since coming to the Lafayette, West Lafayette Community, Jon has taught financial classes and been the keynote speaker for the Town of Delphi, Ivy Tech Community College, Sagamore Surgical Center, Rea Magnet Wire, Fisher’s United Methodist Church, and 2nd Street Baptist Church as well as numerous other companies, churches, and non-profit entities. Jon has also written articles for Doctors of Dentistry Magazine, Carmel Magazine, and been listed in the “Who’s Who of the Financial industry”. 

Jon and his wife Tammie have 3 children and live in Lafayette, IN.  Two of their children are in college at Purdue & Ivy Tech, and the third child is attending Central Catholic HS. Jon enjoys shooting and his wife enjoys shopping!

Check the background of this firm/advisor on FINRA’s BrokerCheck.