Jon’s primary focus is the firm’s Tax and Business Owner Planning Groups, and he leads the Business Valuation Group. He is active in the NKY / Cincinnati Collaborative Divorce arena, serving as a Financial Neutral, helping couples navigate the financial side of this often-tough process with compassion. He is also integral to ML’s internal practice management and in addition to his CPA license, Jon holds the CVA (Certified Valuation Analyst) designation. Jon appreciates his long-standing relationships with the firm’s clients and their other advisors, many he has known since he started at ML in 1995 and is proud that he has developed a variety of ways to help them. He recently joined the KYCPA board of directors and looks forward to representing Northern KY on this statewide board.
Education
- B.S. Accounting – University of Kentucky
- MBA – Thomas More College
Professional Certifications
- CPA – Commonwealth of Kentucky
- CVA – Certified Valuation Analyst – National Association of Certified Valuators and Analysts (NAVCA)
Professional Memberships
- AICPA and KYCPA member
- Academy of Northern Kentucky Collaborative Professionals (ANKCP) + Cincinnati Academy of Collaborative Professionals (CACP) – Financial Neutral
- Kentucky Captive Insurance Association – President
Community Involvement
- KY Society of CPAs (KSCPA) – Board Member
- Northern Kentucky University – Go Norse Fund Board Member
- Bishop Brossart High School – Athletic Complex Building Committee Co-Chair
- Covington Business Council – Golf Outing Committee
- Family Nurturing Center – Campaign Cabinet member
- Film Cincinnati – Former Treasurer and Board Member