Jon joined the Tideline team as a Tax Manager in May 2026. He is a dedicated professional with extensive expertise in tax compliance and consulting, specializing primarily within the investment management pass-through space. In addition to delivering exceptional client service, Jon is passionate about helping team members build a strong foundation in complex tax law and technical concepts.

Certified Public Accountant
• Master of Accountancy – University of Missouri
• Bachelor of Science in Accountancy – University of Missouri
• Certificate of Taxation