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 educate and assist in the wealth management of his clients especially small business and real estate investors. His goal is to help give you a sense of comfort so that you can sleep soundly at night and not worry about your financial future. His experience includes:
- More than 30 years of Income tax planning for small business and real estate investors.
- More than 15 years of management, consulting and financial responsibilities prior to establishing the Wealth Management and Certified Public Accounting firm of Jonlyn & Associates in 1991. His goal is to help give you a sense of comfort so that you can sleep at night and not worry about your financial future.
- Employment as tax and accounting supervisor for numerous medium and small business entities, including multi-state commerce (Fox & Company, a nationally certified public accounting firm).
- Past and present positions of controller and CFO for a various regional distributor, responsible for computer services, cash management, employee benefit plans and day to day controllership functions.
In addition, John is a member of
- The American Institute of Certified Public Accountants
- Quickbooks Pro advisor
- The Illinois C.P.A. Society
- Various Real Estate Investment Groups
He is a Quickbooks Pro Advisor & a past Peachtree consultant. He holds a Bachelor of Science degree in Accounting from DePaul University in Chicago, Illinois.
Registration: Series 7, 3 63 and 65. IL, AZ, CA, IN, MI, NV, PA, WI,AL,MA AND FL
Licenses: Life, Variable, Long Term Care & Health Insurance.