Managing Partner

Jon Dockery, CPA

From the beginning, I have approached my career with hard work and a servant’s mentality. As a CPA, I was often assisting people with handling their tax compliance issues and answering financial planning questions from a high-level. However, I was forced to refer clients out to a select group of financial professionals but was unable to truly help the client reach their specific goals.

In 2014, the opportunity arose to transition my tax practice into a comprehensive wealth management team at LeConte.  Through this new team, I am able to use all of the knowledge I have as a CPA, trusted advisor, and financial planner along with my team at LeConte to provide comprehensive financial advice that is directed at achieving the client’s most important goals in the most tax efficient ways.  I look forward to the opportunity to serve your financial needs.

As principal of Jonathan K Dockery, CPA, PLLC.,  Jon provides advice to clients in various areas of taxation and financial planning.  He specializes in tax planning and compliance for individuals, estates and trusts, as well as various business entities including partnerships, corporations and non-profit organizations.

Jon received his Masters of Accountancy with a concentration in Taxation from the University of Tennessee and graduated Summa Cum Laude from Auburn University with a Bachelors of Business Administration (Accountancy). His previous work experience includes stops at Arthur Andersen, Nissan North America, Faulkner Mackie & Cochran, and most recently at local firm, Ingram, Overholt and Bean. He is a member of the AICPA and Tennessee Society of Public Accountants.

Jon is a member of the Maryville Church of Christ where he is a small group leader and Deacon of the Stepping Stones Preschool.  He currently serves as a board member of MHS Athletic Booster club and other various financial committees. Jon is a graduate of the 2010 Leadership Blount Class.

Jon is an avid fan of both Tennessee and Auburn athletics and enjoys playing golf, hiking, and watching & coaching youth sports. He and his wife, Kristin, live in Maryville with their three boys, Nathan, Landon and Benjamin.

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GET IN TOUCHContact Jon

Address
4th Floor
333 E. Broadway Avenue
Maryville, TN 37804
Phone
(865) 379-8200
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Estate Planning for Young Parents: Why It’s Essential and How to Get Started
Estate Planning for Young Parents: Why It’s Essential and How to Get Started
Becoming a parent changes everything. Your priorities shift, your time becomes precious, and your responsibilities multiply overnight. Amid the sleepless nights and diaper changes, it’s easy to push long-term planning to the bottom of the list. But one of the most important – and often overlooked – tasks for young parents is estate planning. Estate...
A Tax Bill for the Textbooks
A Tax Bill for the Textbooks
When Ronald Reagan signed the Tax Reform Act of 1986 into law, he called it “the best anti-poverty measure, the best pro-family measure, and the best job-creation measure ever to come out of the Congress of the United States.” At its heart, the 1986 law was a bold simplification of a bloated tax code. It...
Are You a Graduate or a Lifelong Learner?
Are You a Graduate or a Lifelong Learner?
From preschool programs to graduate school ceremonies, it’s officially cap-and-gown season. Many of these milestones are significant enough that we mark them with monetary gifts. Back in 2005 – two years before the iPhone was invented – a high school graduate could have invested $1,000 of their graduation cash in Apple stock. But let’s be...
A Mother’s Wisdom & Tax Advice
A Mother’s Wisdom & Tax Advice
It’s Mother’s Day, and what a great day it has been. Hopefully, you got an opportunity to spend time with your mother and had time to reflect on all she has done for you. Over the years, she’s likely given you some great advice… and maybe a few suggestions you chose to ignore. What makes...
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