About Us

Our Mission

We emphasize comprehensive financial advising for families that includes more than just recommending mutual funds and traditional investing. We examine our clients’ current plans, look for inefficiencies, and fix or improve inadequacies in order to lead you towards reaching your near-term, mid-term and long-term goals with exceptional results.

We focus on getting families to and through their retirement years with effective strategies in estate planning, real estate planning, college planning, pension protection, and alternative investments – all effectively enclosed in an integrated tax-planning package within our “wholistic” planning approach. We get clients as close to a tax-free retirement as possible. Our primarily virtual firm allows us to help people all across the world, so there are no limitations to be Financially Sound.

Our Process

Our client-focused planning process begins with getting to know our clients on a deeper level. We start by having an introduction meeting to see if we are a good fit for the client, and if the client is a good fit for our firm and services.

This isn’t about assets. It’s about whether the client has the ability and attitude to reshape their current financial blueprint, becoming active participants on the journey to be Financially Sound. From there we develop a plan, make recommendations, and take the journey with the client in pursuit of achieving ultimate financial success based on the client’s needs and situation. It is a long-term relationship that both client and advisor want to pursue.

Jon Vinge

CEO, Senior Financial Advisor

Jon Vinge has been an independent financial advisor for nearly 20 years. He began his financial career at a corporation that works with the military, and became the company’s #1 advisor. In addition to his corporate financial experience, he also served in the military himself, which furthers his knowledge of military personnel needs and benefits.

Jon earned his International MBA at the University of San Diego while he was in the Navy prior to starting his own financial advising business. He lived in Italy for 10 years and worked with senior officers at different commands across Europe.

Jon is very active and participates in triathlons and marathons including the Marine Corps Marathon and the full Ironman Triathlon. He and his wife have three children: A Naval Officer, a college student, and a high school student. One of his goals is to complete a full Ironman with all of his kids.

Jacob (Jake) Forschein

Financial Planner

Jacob Forschein participated in Jon Vinge’s wholistic plan for 10 years while he was participating in his first career before joining the Be Financially Sound team in 2019. Jake served in the Navy as a Submarine Officer and worked in the commercial nuclear industry for 8 years as a project manager but yearned for something else career-wise.

Jake and his family had a wanderlust for travel and because of their planning enjoyed a once-in-a-lifetime trip around the United States and Canada in an Airstream travel trailer with his wife and two children from 2017-2019, even stopping at the Vinge household as plans for their business future unfolded.

Jake and his wife enjoy raising their daughters, homeschooling, quality family time and they still have the spirit for adventure taking out the RV for shorter trips to visit clients and see new sights.

John “JD” Doney

Financial Planner

John Doney is a long time client of Jon’s turned financial professional and business partner in 2018 after a successful 29 year career as a U.S. Navy Submarine Officer in various operational, training, staff and leadership roles. JD has always had a penchant for personal finances and after being referred to Jon by multiple clients, JD meet with Jon and they created a customized financial plan allowing JD to chase his dream of being an entrepreneur like many in his family before had become.

JD showed Jon just a little too much interest in financial planning and leveraged his technical and MBA degrees in joining forces to bring Jon’s Be Financially Sound vision of wholistic planning to more families.

When JD isn’t reading a financial book, using VLOOKUP on a spreadsheet or tweaking gadgets, he and Ann enjoy traveling, sightseeing, and watching life’s journey unfold with their three adult sons.

Thom Box

Financial Advisor and Tax Preparation Specialist

Thom Box has been a professional adviser in financial services since 1985 when he first qualified as a General Securities Representative. As an American citizen originally hailing from Houston Texas, he has been advising Ex-Patriot Americans and US Military personnel in Europe and worldwide for all that time. He formed a professional association with Jon after being introduced at a professional conference in Italy over 10 years ago and has been collaborating with Jon ever since.

He is professionally qualified as a US tax preparation specialist, with broad international experience since 1992. Thom has extensive training and specialization with income tax issues related to serving and retired US Military and government employees, as well as ex-pats, living overseas and he is the tax adviser for many of the firm’s clients. His tax services can be accessed here: www.quiktax.net He also has extensive knowledge of inheritance tax / estate tax issues for families with a non-American spouse.

When not enjoying his love for the outdoors, including walking his dogs and skiing, Thom can be found doting over his young granddaughter around Cambridge UK as she has him wrapped around her little finger. In his spare time, he is an avid woodcarver and he and his wife also sing together in a Jazz Vocal Ensemble.

Shamby Dahlke

Administrative Assistant

Shamby Dahlke is the newest member to the Be Financially Sound team and being the better half of a great Navy client family of Jon’s, she was thrilled for the opportunity to help others establish and maintain a financial path for their future.

Shamby’s background is in Early Childhood Education which she taught for 15 years. Teaching has helped her expand into other industries like Real Estate Marketing, Zyia active wear and Administrative work for Investors, where working virtually has become the perfect fit for her Navy Family lifestyle.

Shamby enjoys traveling, wine, sports, long coastal runs and hiking the trails with the family dog. Her husband is a Naval Aviator and they have two great children: their son is a recent college graduate and their daughter is a Midshipman attending USMMA and is the starting point guard.

Megan Gwiazdowski

Administrative Assistant

Megan Gwiazdowski joined the Be Financially Sound team in early 2021. She comes from an Army family that are long-time clients of Jon’s and became a client herself in 2020. She is very excited to be a part of Jon’s team and as an avid organizer and planner herself, looks forward to helping others in achieving their financial goals for their future.

Megan has a degree in elementary education and taught 5th grade for two years before deciding to stay home with her kids. She spent 6 years at home raising 3 kids, but is happy to be back in the workforce pursuing another professional interest of hers.

Megan relishes in the day to day chaos of raising three small children and having 2 dogs, a cat, and 3 fish. It’s a rare occurrence, but she also loves a hot cup of coffee, a peaceful run around the neighborhood, and an empty laundry room.