Jon specializes in accounting, audit and consulting services for retirement plans, manufacturing companies, insurance companies and construction contractors.
He has served WK since 2003 and joined the membership group in 2016.
Jon has experience with ERISA and Department of Labor compliance issues impacting employee benefit plans. He oversees many of the firm’s employee benefit plan audits and regularly participates in continuing professional education for the employee benefit plan industry, including the National Employee Benefit Plan Conference and various other courses through the American Institute of Certified Public Accountants (AICPA) Employee Benefit Plan Audit Quality Center. He also consults with insurance companies on reporting with both statutory accounting principles and U.S. generally accepted accounting principles.
Jon graduated from Columbia College in 2002 with a bachelor of science degree in business administration, with a double major in accounting and management. He earned the Presidential Award for the highest GPA in the school and received the Rogers Gate award, the most prestigious award presented by Campus Life. He also earned a master’s degree in accounting from the University of Missouri in 2003.
Jon currently serves as the treasurer of the board of directors for True North of Columbia. He is a member of the AICPA and the Missouri Society of Certified Public Accountants. In 2015, he participated in the Columbia Chamber of Commerce’s Leadership Columbia program.
Clients may share information with the firm in the following formats:
1.) use of the firm’s client secure, website based portal and LeapFile system for the delivery of electronic documents; and
2.) delivery to the firm using the United States Postal Service or another commercial delivery service.
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Please call 573-635-6196 (Jefferson City), or 573-442-6171 (Columbia) if you have questions.