Jon is the Director of Tax Services at CTS. He is a member of the National Association of Tax Professionals (NATP) and is personally responsible for ensuring our clients’ tax returns are handled efficiently and accurately.
In addition to his tax responsibilities, Jon is in charge of developing and maintaining our website, newsletters and other client communications initiatives. Jon also manages our proprietary database, which is used for tracking client positions and other data mining objectives used in our CAMP program.
Jon graduated with honors from the University of Denver and earned his MS degree in Marketing Communications from the Stuart School of Business at the Illinois Institute of Technology. He is also licensed in life, health and long-term care insurance.
CTS Financial Group | 737 N. Michigan Avenue, Suite 2120 | Chicago, IL 60611
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