Helping individuals, families, and small business owners feel more confident about their financial future is at the center of everything I do. Serving clients throughout Waukesha, Milwaukee, Brookfield, Sussex, Green Bay, Whitewater, and surrounding communities, my goal is to make financial conversations simpler, more comfortable, and easier to understand, without pressure or confusing industry jargon.
Born and raised in Green Bay, I earned my bachelor's degree in finance from UW–Whitewater. I currently hold Life and Health insurance licenses in Wisconsin, Illinois, Michigan, and Ohio, allowing me to help clients navigate a wide range of protection needs.
I specialize in working with growing families and business owners who want to better protect their future while building long-term financial confidence. Whether we're discussing life insurance, workplace benefits, retirement planning concepts, or risk management strategies, I focus on education first so clients can make informed decisions that align with their goals.
The folks I work with often tell me they appreciate my supportive and approachable style. I genuinely enjoy helping people understand concepts that may initially feel overwhelming and turning them into practical solutions that make sense for everyday life.
Outside of work, I enjoy golf, weightlifting, spending time with friends and family, and connecting with people throughout the community.
Financial RepresentativeJonah Panning
Helping individuals, families, and small business owners feel more confident about their financial future is at the center of everything I do. Serving clients throughout Waukesha, Milwaukee, Brookfield, Sussex, Green Bay, Whitewater, and surrounding communities, my goal is to make financial conversations simpler, more comfortable, and easier to understand, without pressure or confusing industry jargon.
Born and raised in Green Bay, I earned my bachelor's degree in finance from UW–Whitewater. I currently hold Life and Health insurance licenses in Wisconsin, Illinois, Michigan, and Ohio, allowing me to help clients navigate a wide range of protection needs.
I specialize in working with growing families and business owners who want to better protect their future while building long-term financial confidence. Whether we're discussing life insurance, workplace benefits, retirement planning concepts, or risk management strategies, I focus on education first so clients can make informed decisions that align with their goals.
The folks I work with often tell me they appreciate my supportive and approachable style. I genuinely enjoy helping people understand concepts that may initially feel overwhelming and turning them into practical solutions that make sense for everyday life.
Outside of work, I enjoy golf, weightlifting, spending time with friends and family, and connecting with people throughout the community.
Protect Your Kingdom
As a licensed Insurance agent*, I help people protect what matters most through personalized insurance strategies. My role is to simplify complex decisions and guide you toward solutions that support your goals today and your future tomorrow.
I specialize in:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money, yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
My mission is simple:
To help you build a financial foundation that protects your family, supports your future, and gives you peace of mind.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
