Jonathon Eesley

Partner

Jon Eesley has dedicated his professional career to impacting lives. So, it’s no surprise he is committed to helping prominent business leaders—who often have complicated financial situations—with their personal and business financial matters. An empathetic problem-solver with broad-based business experience, Jon has spent the past four decades advising business leaders and owners on how to best manage the complexities of their personal financial makeup.

With his unique ability to review, understand, and respond to complex structures, transactions, and financial activities, Jon has accrued years of experience helping individuals and businesses achieve their financial goals. Current clients of Windsor Advisory Group continue to benefit from his insight.

As an active member of the community, Jon currently serves on the Board of Directors for Highlights for Children. Jon is always active and enjoys being outdoors to tinker with cars, home projects, golf and skiing.

Previous Experience

2005 – 2012

Bernstein Global Wealth Management

Principal

1978 – 2004

KPMG LLP

Financial Advisor/Principal

1997 – 2004

Managing Partner, Columbus

1993 – 2004

Partner in Charge,
Various Practice Units

Education

The Ohio State University

Bachelor of Science in Business Administration
Summa Cum Laude

Experienced
guidance for every aspect of your complex financial life.

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What We Do

We offer highly personalized family office services.

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A dedicated team for your family.

From daily cash management to generational wealth transfer, Windsor offers experienced guidance for every aspect of your complex financial life.

A holistic strategy that’s tailored to your family’s unique needs.

We specialize in helping families better understand what they have and what it is for, so their wealth can be better defined, managed, and applied in ways that are more fulfilling.

Immediate access to comprehensive expertise.

We are always available to advise on any aspect of life that affects our clients’ wealth – for the moments you have anticipated or encounter unexpectedly.

How we do it

Unmatched expertise with unwavering dedication.

Our highly collaborative team of advisors and trusted network of resources apply decades of relevant experience to guide your family through a personalized plan.

Meet Our Team

22

WINDSOR
EMPLOYEES

~$2.6B

ASSETS UNDER
MANAGEMENT

~118

CLIENT
RELATIONSHIPS

AS OF DECEMBER 2024

Why we do it

We genuinely care about our clients and their legacies.

Windsor is a fee-only, independent advisor that is driven by values, not incentives. We are solely owned by four local partners in Columbus who actively lead our business. We invest only in our client’s best interests and we will not trade our integrity for anything.

Meet Our Team

Let’s start the conversation.

Together we can begin achieving greater clarity and confidence in your financial picture.

Get In Touch

Precious Boakye

Katelin Meredith

Evan Yakubov, CPA

Cassady Smith

Alex Moeslein

Jake Bick

Taylor Fair

Rishabh Shah

Nathan Sparks

Jacob Chockran, CPA

Matt McClimon, CPA

Stephanie Weir

Brandon Compertore

Cory Hinaman, CFA

Melissa Barton-Briggs

Kyle Ellis, CEPA®

Samantha Buck

Carter Gerlach, CFP®, CAP®

John Mozola

Clayton Hall, CIMA®