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...
Debra L. Mitchell is a Staff Accountant for the Certified Public Accounting and Tax Consulting firm of Jonlyn & Associates since 1999. Debra heads up our payroll and bookeeping department. (read more)
Joanne M. Curry is a Financial Advisor and an Enrolled Agent for the Wealth Management and Certified Public Accounting firm of Jonlyn & Associates. Joanne joined the firm in 2007. She was previously employed for nine years as a tax...
Barb Nuno is our director of first impressions at Jonlyn & Associates. Besides maintaining a smooth running office she is assisting in the processing of in-state Individual 1040 tax returns. Barb continues...