Jon-Michael Chadwick
19882 CR 4118, Unit 1, Lindale,TX
Summary
Results-driven professional with experience in financial services and client-facing sales. Built relationships through communication, follow-up, and a focus on trust and long-term client needs. Worked in high-volume restaurant environments where staying composed under pressure and keeping customers satisfied was essential. Recognized for strong upselling ability and maintaining a positive guest experience in fast-paced settings. Served as a Graduate Assistant in Sports Information and Game Day Operations at Howard Payne University, supporting marketing efforts and coordinating events in a collegiate athletics environment. As a collegiate decathlete at East Texas Baptist University, discipline and competitiveness were developed through sustained athletic performance. Known for taking initiative and adapting quickly in demanding environments.
Overview
4
4
years of professional experience
Work History
Associate Financial Advisor
49 Financial
Dallas, TX
06.2025 - Current
- Built and maintained trusted client relationships through consultative financial planning and personalized, service-driven guidance
- Expanded new business through networking, referrals, and consistent community engagement
- Managed client accounts end-to-end, including follow-up, problem-solving, and ongoing strategy adjustments to support financial goals
- Drove growth through proactive outreach and relationship development within the local market.
- Communicated regularly with clients in a high-trust environment to support long-term planning and decision-making.
Sports Information / Marketing Game Operations GA
Howard Payne University
Brownwood, Texas
08.2024 - 05.2025
- Served as primary media contact for assigned sports.
- Organized and recorded game statistics at athletic events and provided timely reporting of results to media outlets.
- Manged media area for assigned sports at home games.
- Assisted and developed leadership traits with managing student and game staff workers.
Restaurant Server
Jalapeno Tree
Mineola, TX
05.2022 - 07.2024
- Delivered exceptional customer service in fast-paced dining environment.
- Managed order accuracy and timely delivery to enhance guest satisfaction.
- Collaborated with kitchen staff to ensure efficient meal preparation and presentation.
- Trained new servers on menu offerings and restaurant protocols for seamless onboarding.
Restaurant Server
Texas Roadhouse
Temple, TX
12.2021 - 05.2022
- Assisted in maintaining cleanliness and organization of dining area, adhering to health standards.
- Handled guest inquiries and concerns promptly, fostering positive dining experiences.
- Processed payments accurately using point-of-sale system to streamline transactions.
- Contributed to team efforts in upselling daily specials, enhancing overall sales performance.
- Used communication and problem-solving skills to resolve customer complaints and promote long-term loyalty.
- Established rapport with regular customers, fostering loyalty through exceptional service.
Education
Master of Science - Finance
Howard Payne University
Brownwood, TX05-2025
Bachelor of Science - Mass Communications
East Texas Baptist University
Marshall, TX05-2024
High School Diploma -
Alba-Golden ISD
Alba, Texas05-2020
Skills
- Relationship building and management
- Sales and marketing
- Effective communication
- Self motivation
- Networking and prospecting
- Referral development
Timeline
Associate Financial Advisor
49 Financial
06.2025 - Current
Sports Information / Marketing Game Operations GA
Howard Payne University
08.2024 - 05.2025
Restaurant Server
Jalapeno Tree
05.2022 - 07.2024
Restaurant Server
Texas Roadhouse
12.2021 - 05.2022
Master of Science - Finance
Howard Payne University
Bachelor of Science - Mass Communications
East Texas Baptist University
High School Diploma -
Alba-Golden ISD