Jon is a graduate of the University of the Pacific. Before joining Dunham Associates in 2002, he worked in the financial industry. Jon specializes in small business and partnership taxation and accounting. He enjoys building relationships with his clients and providing them with solutions to their individual needs. He also manages 401k audits and financial statement audits for our corporate clients. Jon was born and raised in San Jose and came back to the bay area after graduating from UOP. In his free time, Jon enjoys spending time with his family, working on home improvements, playing golf, and being outdoors. Jon is a member of the California Society of CPAs.