Jonathon Eesley

Partner

Jon Eesley has dedicated his professional career to impacting lives. So, it’s no surprise he is committed to helping prominent business leaders—who often have complicated financial situations—with their personal and business financial matters. An empathetic problem-solver with broad-based business experience, Jon has spent the past four decades advising business leaders and owners on how to best manage the complexities of their personal financial makeup.

With his unique ability to review, understand, and respond to complex structures, transactions, and financial activities, Jon has accrued years of experience helping individuals and businesses achieve their financial goals. Current clients of Windsor Advisory Group continue to benefit from his insight.

As an active member of the community, Jon currently serves on the Board of Directors for Highlights for Children and Fortuna Bank. Jon is always active and enjoys being outdoors to tinker with cars, home projects, golf and skiing.

Previous Experience

2005 – 2012

Bernstein Global Wealth Management

Principal

1978 – 1993

KPMG LLP

Managing Partner, Columbus

1993 – 2004

Partner in Charge,
Various Practice Units

Education

The Ohio State University

Bachelor of Science in Business Administration
Summa Cum Laude

We simplify your complex financial life.

Why Windsor

What We Do

Windsor Advisory Group is an investment advisory firm that provides custom solutions for ultra-high net worth individuals and families.

Learn More

Lead your finances.

Windsor understands your goals, then offers experienced guidance that unifies and simplifies your complex financial life—from daily cash management to generational wealth transfer.

Manage your assets.

Our team of trusted experts creates and maintains a fully custom investment portfolio, and we provide comprehensive financial analysis and reporting.

Engage your family.

We specialize in helping families better understand what they have and define what it is for, so their wealth can be better managed and applied in fulfilling ways.

How we do it

Unmatched expertise. Uncompromising integrity. Unwavering dedication.

Our highly collaborative team of advisors and trusted network of resources apply decades of experience to provide strategy development, planning, and oversight of your full financial picture.

Meet Our Team

22

WINDSOR
EMPLOYEES

~$2.9B

ASSETS UNDER
MANAGEMENT

AS OF DECEMBER 2025

Why we do it

We genuinely care about our clients and their legacies.

Windsor is a fee-only, independent advisor that is driven by values, not incentives. Established in 2002, we are solely owned by four local partners in Columbus who actively lead our business. We invest only in our clients’ best interests, and we will not trade our integrity for anything.

Let’s start the conversation.

Our plans are bespoke. Our team is unmatched.
And our relationships last generations for a reason.

Get In Touch

Precious Boakye

Evan Yakubov, CPA

Cassady Smith

Alex Moeslein

Jake Bick

Taylor Fair

Rishabh Shah

Jacob Chockran, CPA

Matt McClimon, CPA

Stephanie Weir

Brandon Compertore

Cory Hinaman, CFA

Melissa Barton-Briggs, CPWA®

Kyle Ellis, CPA, CEPA®

Samantha Buck

Carter Gerlach, CFP®, CAP®

John Mozola

Clayton Hall, CIMA®