Jon D. Wheeler (retired)          

I have over 47 years of experience working with clients in planning for the income and estate tax implications of their business and personal situations. My background includes authoring several articles and books on income and estate tax matters as well as speaking engagements nationally regarding farm and ranch taxation. Over the past 30 years, my practice has focused on high net worth individuals and their businesses.

"Jon Wheeler did the estate planning for my Dad about 30 years ago, it took a few years to get it all done. I don't know exacly how much money in inheritance taxes Jon saved us but I am sure it is in the millions. As it is now when my Dad dies we will not be paying any inheritance tax at all, and that is a direct result of Jon's work. Besides acheiving our goal in estate planning with Jon, he became a very good friend of the family. I think Jon is brilliant. We all do and more importantly he is a great person. We still are in contact, though the business has been done for several years. Jon gets the very highest recommendation from everyone in my family."

Robin Bauer Lyons

Butte, Montana

daughter of

Robert F. Bauer, Founder and retired Chairman, Global Marine and Exploration Company, Inc.

Whittier, California