Experience, Education, Memberships Steve Jones, CPA, CFP® Experience Over ten years of experience working closely with primarily small businesses as either an outside advisor or as an active member of management. During these years, I have gained significant experience in taxation, financial statement presentation, business valuations, merger & acquisitions, strategic planning and technology. Have owned Financial Management Resources since 1999 7 years experience with local and regional accounting firms; Olive LLP (currently BKD) Blue & Co., LLC 3 years experience as Director of Finance & Administration for high-tech startup firm owned by current member of Fortune 500 Board of Directors and former CEO and Chairman of the Board of a publicly traded company Education 1990 Graduate of Ball State University Certified Public Accountant Certified Financial Planner Hold Series 6 and 63 security licenses Professional Memberships American Institute of Certified Public Accountants Indiana Society of CPA's The Financial Planning Association Society of Financial Service Professionals