Risk Analysis


Landon R. Jones, MBA, CFP®


Landon R. Jones is the Managing Partner of LRJ Wealth Management. He started his career in the Financial Planning industry with Prudential Financial in 2002. In December of 2005 he launched LRJ and has been servicing his client base in the areas of advanced financial and tax planning ever since.

Landon's formal education consists of earning a B.A. from Southern Illinois University and an M.B.A. from The Ohio State University. In 2005 he obtained his CERTIFIED FINANCIAL PLANNER® designation, which is the most recognized designation in the Financial Planning industry.

Outside of work, Landon enjoys spending a lot of time with his wife Monica and 2 sons, Luke and Matthew. He is active in his community and specifically works with organizations that help children with autism.

Dedicated Personnel

Joe Horvath

Client Service Manager

Joe is the newest member of the LRJ Wealth Management team, starting in January of 2018. He has been a tennis teaching professional for the last 4 years dealing with hundreds of tennis clients. Joe has a bachelor’s degree from Baldwin Wallace University. That’s where he achieved the “Player of the Year” award, the most prestigious award granted by the Ohio Athletic Conference (OAC) for Tennis.

His proudest achievement thus far is getting married to his incredible wife, Rachel. They were married September 9, 2017. They live happily with their bunny, Rabbie, in Sagamore Hills, OH. Joe likes playing most sports, especially racquet sports. With his Exercise Science background, he is up for anything active from running, biking, and working out, to rock climbing and throwing the frisbee.

Ethan Dunbar

Chief Operations Officer / Investment Analyst

Ethan joined the LRJ team in May of 2016. Ethan graduated from the University of Richmond in 2014 with a degree in political science. He passed his series 65 examination (Investment Advisor Representative) in June of 2016.

Before joining LRJ, Ethan played college tennis at the University of Richmond and then played professionally for 2 years on the ATP tour. Ethan is currently pursuing his CFA Charter and has successfully passed level 1 of the curriculum.

Kyle Patterson

MBA Financial Planner

Kyle is the newest member of the LRJ Wealth Management Team, joining the firm in November of 2019. He began his career in the financial industry as a Financial Representative with Northwestern Mutual in 2012. After pursuing a unique opportunity to earn his MBA through an accelerated program, Kyle entered the Capital Markets industry where he worked with a notable independent Wall Street firm conducting Equity Research. In that role, Kyle worked as an investment research analyst providing fundamental research on automotive, business services, and retail companies for institutional investors like hedge funds, pension funds, and mutual funds. Kyle will use his past financial planning experience to service the LRJ client base in the areas of wealth management and advanced financial and tax planning. Through this process, Kyle will understand each client’s unique situation in order to create a comprehensive plan to help clients achieve the goals that are most important to them, both financial and personal, which will allow clients to experience peace of mind knowing that they have achieved financial security.

Kyle received a Bachelor of Arts in Business Administration and Criminal Justice while also obtaining his MBA in Management from Baldwin Wallace University; he graduated Magna Cum Laude in both programs. While at BW, Kyle was a top player on the Men’s Tennis Team and continued to remain involved with this lifelong passion as an Assistant Men’s Varsity Tennis Coach while obtaining his MBA. Professionally, Kyle holds Series 7, 63, 86/87 investment licenses and is currently in the process of working towards his CFP® designation.

In his time away from the office, Kyle strives to remain active and is up for anything from biking to ultimate frisbee, simply working out in the gym, and most any sport (especially racquet sports). Additionally, Kyle enjoys traveling, exploring the great outdoors, and trying new restaurants and food.

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