Biography
Jonathon joined the JAK team in 2019. He had studied accounting in high school, declared accounting as his major in college, and set a path to become a CPA. To Jonathon, the profession represented an opportunity to see “behind the scenes” of the financial world, and to support individuals in a unique and powerful way.
As a Tax Manager at JAK, Jonathon now serves individuals throughout their lifetime and beyond. Conscientious and dependable, Jonathon is eager to build long-term relationships with his clients and make life easier for them any way he can.
Jonathon was born and raised in Sioux Rapids, Iowa, and appreciates the Twin Cities metro for its myriad of social and recreational opportunities. He particularly enjoys playing tennis, running, and swimming.
Education
- Bachelor of Arts in Accounting and Philosophy, Wartburg College, 2019
Licensing, Memberships & Honors
- Certified Public Accountant (CPA), 2020
- Certified Financial Planner (CFP®) 2023
- Registered Social Security Analyst (RSSA®), 2024
- Member of American institute of Certified Public Accountants (AICPA)
- Member of Minnesota Society of Certified Public Accountants (MNCPA)