What You Need To Know:
Jonathan’s goal is to provide clarity and ease to clients in navigating the maze of tax and related compliance issues presented to business owners and high net worth families in our complex regulatory environment.
Jonathan received an MBA from the Santa Clara University’s Leavey School of Business in 2007. His past experience includes work in the insurance and property management industries. At GMMM, Jonathan has developed expertise in taxation and compliance filings for individuals and industries including legal, real estate, service, and entertainment.
Education & Certifications
B.S. in Finance, Santa Clara University
M.B.A., Santa Clara University
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CALCPA)
What You Want To Know:
Outside the office:
Jonathan is originally from Lake Tahoe. He enjoys lifting weights and consuming quantities of protein rich meals that astonish other members of the GMMM team. On weekends and holidays Jonathan enjoys hiking with his labradoodle, Otto, bicycling and motorcycle riding.
Personal Mission Statement:
To always be acquiring new knowledge and skills, and to pass that knowledge on to others in a manner that makes their lives easier and more fulfilling.