Main Menu

Profile

Jonathan is a Manager within our audit practice and specializes in benefit plan audits. He has more than 15 years of public accounting experience. Jonathan has worked as an in-charge on 401(k), 403(b), defined benefit pension, and health and welfare plan audits. He currently serves as the engagement in-charge for approximately 30 benefit plans, including several large public companies.

In addition, he has a broad range of audit experience in the following industries where his responsibilities include overseeing various attest engagements as well as providing invaluable staff training:

  • Not-for-profit
  • Employee benefit plans
  • Construction
  • Distribution
  • Retail
  • Health Care
  • Manufacturing

Jonathan’s approach to client service allows for solidification of mutually respectful relationships with clients, ultimately increasing efficiency on both sides of the desk.  He has consistently increased his responsibilities within the firm and often provides staff training and technical support.

Jonathan earned a Bachelor of Arts degree in Hotel Restaurant Travel Administration from the University of Massachusetts. He is a Certified Public Accountant (CPA) and currently a member of the American Institute of Certified Public Accountants and Missouri Society of CPAs.

Professional Organizations

AICPA

MOCPA

Education

University of Massachusetts

Back to Page