Jon M. Kmett, CPA

President
BS Business Administration USC; Series 4, 7, 24, 27, 63

Jon is responsible for the day-to-day operations of the firm. His accounting experience enhances our ability to counsel our clients, many of whom have business, trust and retirement accounts with us – all requiring different tax treatment. Jon is a member of the Investment Committee and Chairs the SFE Board of Directors.

For eleven years Jon was a Certified Public Accountant and partner with Edward T. Bergin & Co, CPAs. Prior to joining SFE in 1989, he established a CPA and tax-consulting business. Jon is Chair of the Finance Committee at his Catholic parish and currently serves on the boards of the St. Vincent Medical Center Foundation, Catholic Big Brothers and Millennium Housing. Jon is also on the boards of two private companies.