Jon Plunkett directs the firm’s Risk Management Services Group which provides consulting services to financial services organizations. These services, including loan review, internal audit, Sarbanes Oxley compliance and regulatory compliance, are designed to assist financial institutions in the development of sound policies, procedures and internal controls over routine processes.

Jon has over 15 years’ experience in performing financial statement audits for community-based banks and savings institutions, including extensive experience with internal control audits and bank policy and procedures. He is also very active with regard to operations and regulatory compliance. This experience allows him the ability to communicate changes and trends in both financial reporting and the regulatory environment, as well as help clients identify operational efficiencies, internal model improvement and evaluate their current internal control environment.

Jon’s experience includes both mutual savings institutions and closely-held companies, as well as organizations with SEC reporting requirements.


CPA – State of Ohio


Risk Management Services Group
Financial Services Group
Assurance Services
Tax Services


Ohio Society of Certified Public Accountants
American Institute of Certified Public Accountants
Ohio Bankers League
Financial Managers Society
Tri State League of Financial Institutions


BS, Accounting, Miami University

Contact Information

Phone: (513) 241-3111
Fax: (513) 241-1212

Contact Jon