Jon M. Kmett

Education: BS Business Administration USC; Series 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.

Jon was a Certified Public Accountant and partner with Edward T. Bergin & Co, CPAs prior to joining SFE in 1989. Jon currently serves on the boards of Catholic Big Brothers, the St. Vincent Medical Center Foundation and Millennium Housing.