My clients are very busy. I take the lead on their finances - from daily cash flow to lifelong goals.

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.

Background

Bernstein Global Wealth Management
2005-2012
Financial Advisor/Principal

KPMG LLP
1978-2004
Managing Partner, Columbus ('97 - '04)
Partner in Charge, various practice units ('93 - 04)

Boards

Director, Highlights for Children
Director, Rev1

Past Board Memberships

OSU's Fisher College-Dean's Advisory Council
James Cancer Center
SkyBus
ACG
Buckeye Ranch

Education

The Ohio State University, BSBA, summa cum laude

Recognitions

OSCPA Community Leader Award
Business First - Forty Under Forty as Outstanding Young Prof.
Columbus Jaycees Outstanding Young Citizen

Contact Jon

Mobile: 614-530-2323
Email: jon@wag-llc.com

*inactive