With more than 20 years of consulting experience, Jonathon advises financial institutions in the areas of fair lending, Community Reinvestment Act (CRA), and Home Mortgage Disclosure Act (HMDA) compliance. His work focuses on helping institutions assess risk, evaluate lending patterns, and strengthen compliance management through disciplined, data-driven analysis. His areas of expertise include data management, structured and unstructured data mining, statistical modeling, fair lending regression analyses, CRA performance assessments, community credit needs assessments, and AI model testing.

Before joining CrossCheck, Jonathon was a senior consultant at ADI Compliance Consulting, where he advised institutions on fair lending, CRA, and HMDA compliance matters. Earlier in his career, he held roles in data analytics, risk management, and financial analysis, building the multidisciplinary foundation that informs his rigorous, data-driven approach to compliance risk assessment and advisory.

Jonathon is a Certified Public Accountant whose expertise has been featured in American Bankers Association (ABA) Risk and Compliance and Mortgage Compliance Magazine. He holds a Master of Business Administration from Vanderbilt University and a Bachelor of Science in finance from the University of Tennessee.

Education

Master of Business Administration
Vanderbilt University, Nashville, TN

Bachelor of Science in Finance
University of Tennessee, Knoxville, TN

Certifications

• Certified Public Accountant (CPA)
• DMA Certified Marketing Professional