Team
At Jonlyn & Associates, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address wealth management issues such as:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
In addition, we provide comprehensive accounting and tax services. We help provide answers for individual and business money issues.
John has extensive experience in developing creative tax and retirement planning strategies for privately held businesses and their owners, resulting in significant permanent tax savings. As a Financial Advisor and CPA he is able to...
Kate Henry is an Enrolled Agent/ Staff Accountant at Jonlyn & Associates, preparing tax returns for Businesses and Individuals, and has over 10 years' experience in accounting, bookkeeping, financial statements...