Anthony Jones

About Anthony Jones

I currently serve as an individual and business tax preparer at Ron Lykins CPAs. It is my and the company\'s goal to understand the needs of each and every client to provide expert tax advice - saving clients both time and money.In addition to holding an enrolled agent certification, I bring additional expertise to this role, both as a certified financial planner and small business owner. While most recently serving as a financial advisor at rebel financial, I launched an income tax department at the firm. After 7 successful years of growing the income tax business for rebel, my desire to dedicate my time solely to taxes lead me to join Ron Lykins CPAs in January 2026. I look forward to continuing to build relationships and serve tax clients.Outside of work, I enjoy spending time with my family, running, back-pack camping and reading.

Experience

1. Lead Financial Advisor

   Rebel Financial

   Oct 2015 — Present · Columbus, OH, US

   Develop and maintain client relationships, and conduct regular meetings to review financial goals and progress- Create tailored financial plans for wealth management, retirement, tax efficiency, and estate planning- Provide advice on investment strategies, portfolio allocation, and risk management- Monitor and manage client portfolios, conducting market research to inform decisions- Ensure compliance with fiduciary standards and stay updated on industry trends- Increase assets under management through effective financial strategies.

Education

• Lake Forest Graduate School of Management

  Master of Business Administration - MBA

• Indiana University Bloomington

  Bachelor of Science (BS), Accounting

  1987 — 1990

• Lake Forest Graduate School of Management

  Master of Business Administration (MBA)

• Lake Forest Graduate School of Management

  Master of Business Administration - MBA, Finance, General