Jonathon S. Eesley, CPA*, Principal
Jon's impressive career in the financial sector stems from decades of work at major financial management organizations. He's a certified public accountant with more than 35 years experience helping individuals and businesses identify and achieve their financial goals. Today, he brings this corporate understanding and savvy to highly successful individuals. He is very comfortable working with executives, having advised and managed complex transactions for business leaders and multi-national corporations.
Jon has seen financially successful people struggle with confusion, frustration and even fear about their wealth. Recent changes to legal and tax structures and increased uncertainty regarding the economy, markets and taxes have only elevated this anxiety. Jon starts by building client confidence in possibility of lifelong security. He provides clarity in long-term planning and certainty in daily cash flow. Ultimately, he shows clients how their success can be a source of individual fulfillment.
In his corporate career, he managed complex financial activities for multi-national corporations. He has the ability to review, understand, and respond to the most complex structures, transactions and financial activities. This benefits clients of Windsor Advisory Group every day.
Bernstein Global Wealth Management
Managing Partner, Columbus ('97 - '04)
Partner in Charge, various practice units ('93 - 04)
Director, Highlights for Children
Past Board Memberships
OSU's Fisher College-Dean's Advisory Council
James Cancer Center
The Ohio State University, BSBA, summa cum laude
OSCPA Community Leader Award
Business First - Forty Under Forty as Outstanding Young Prof.
Columbus Jaycees Outstanding Young Citizen