Financial Management Resources, Inc.
 

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