Enrolled Agent, Tax Specialist
Jon, who earned his accounting degree at St Cloud state, joined the WealthCare team full-time in March of 2013. Before joining WealthCare Jon held postions in human resources and payroll for over 5 years. His introduction to taxes came in 2011 when Jon started working part-time at WealthCare to keep the tax returns moving and completed in a timely fashion. In November of 2015 Jon obtained his IRS Enrolled Agent License and can help with any current or past tax concerns or issues that our clients may have.
Jon is married to Rachael and they have three young children that they love to spend time with. When Jon is not spending time with his family he enjoys playing ball. Jon not only plays amateur baseball for a local Stearns County team, but he also finds time to play softball, kickball, football, and basketball throughout the year. However, when tax season comes around he is happy to cut those activities to concentrate on taxes. Softball and baseball start in late April just as the tax season is winding down, so the timing works perfectly for Jon, who greatly appreciates the support he receives from his wife Rachael.