Christopher Jones

Summary

One thing that often gets overlooked in finance is humanity. Helping people plan their lives and futures is filled with all sorts of human emotions. Talking about money can make people feel everything from embarrassed and anxious to inspired and hopeful. The promise and fears of financing a child’s education, starting your dream business, or achieving retirement are, after all, deeply human endeavors. My path to helping began in 1997 when I graduated with a B.S. in Economics (summa cum laude) from Brigham Young University. I started out as a management consultant for Deloitte Monitor, a top-tier Harvard consulting firm that helped corporations better position themselves in the marketplace. That work was interesting and analytical, but it quickly became apparent I wasn’t helping others—I was just helping Fortune 500 companies make more money. So I walked away. I sacrificed an “Ivy League” career track to start over as a fee-only financial advisor. I took a 70% pay cut to learn a profession that, at the time, was struggling to find its way from selling products to being a fiduciary that put client interests first. But it paid off. I started my firm in 2001 (only 28 years old and three years out of college), and all these years later I’m proud I was one of the early adopters of the fee-only model. After raising three daughters, I eventually settled down in Lake Nona, Florida. When not working, I love taking in Florida’s greenery, along with beach volleyball, pickleball, surfing, and cycling. To beat the Orlando summer heat, I enjoy traveling and working remotely, exploring international destinations as well as my favorite cities across America. Mostly, I just consider myself a real person. I’ve had triumphs and defeats, business successes and setbacks, marriages and divorces. I’m vulnerable and open. I’m empathetic, accessible, approachable. It’s these experiences that have made all the difference in understanding others and connecting with them in a genuine way. This company I’ve built over the decades lets me work from home or anywhere with internet service. I don’t have to wear a suit and tie and pretend to be someone I’m not. No sales, no agenda, no fear. I’m lucky and grateful to serve others and positively impact lives. It remains my passion and calling. I work every day to help my clients find theirs, so they can discover personal and financial fulfillment on their terms.