Jon advises individual and corporate clients in the areas of tax, finance, and accounting. He leverages his prior experience in public accounting and the private sector to deliver strategies that analyze tax savings opportunities, while understanding the big picture of a clients financial and personal goals. Jon has advised clients across the country in various industries including professional services, E-commerce, influencers, and real estate.
Jon is a native of the Syracuse area and resides with his fiancée Ashley and puppy Reese in Liverpool, NY. In his spare time, he enjoys working towards becoming a 46er, climbing high peaks across the Adirondack Park.
- State University of New York at Oswego (MBA, 2018)
- State University of New York at Oswego (B.S. Accounting, 2017)
- Certified Public Accountant