Biography
A member of Accredited’s Wealth Management group, Jon is responsible for wealth planning analysis and the execution of planning strategies.
Prior to joining Accredited, Jon worked for one of the Big Four professional services firms as an Audit Senior Associate working with large public and private companies in the US.
He is a member of the American Institute of Certified Public Accountants.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• University of Minnesota – B.S.B. in Accounting and Finance
• Certified Public Accountant
How do you spend your life wisely?
Two of my major passions are finance and working with people, which is why I find my role so rewarding. It allows me to spend my time doing work that energizes me through supporting the families that we serve. For me, spending your life wisely is about utilizing the things that I am passionate about in order to assist others to pursue what matters most to them.
“There may be people that have more talent than you, but there’s no excuse for anyone to work harder than you do.”
Derek Jeter
