Overview
With over 25 years of experience in accounting, Jon brings a wealth of knowledge to his clients. He advises privately owned family businesses, especially those in rental real estate and multifamily properties, on structuring complex scenarios such as 1031 exchanges. Jon’s background includes working as the CFO of an Inc. 500 privately held company and as a Senior Manager for one of Chicago’s top 15 accounting firms.
Experience
He has experience as an investor in many real estate ventures and as an entrepreneur, which helps him understand the financial risks and challenges when structuring a new company. Jon works closely with clients to provide the insights and solutions they need to innovate confidently. His specialties include structuring complex scenarios such as 1031 exchanges. Jon’s approach has delivered success in public and private sector accounting for his clients and team members.
Education & Affiliations
Jon earned his Bachelor’s Degree in Business Administration from Loyola University, Chicago, and has been a CPA since 1992. His professional affiliations include the AICPA and the Illinois CPA Society. Jon is also involved in charitable activities, particularly supporting the arts and participating in the La Vida Children’s Hospital toy drive every year.
Insights
