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Matt Jones, CFF®

Matt Jones, CFF®

Chief Financial Planning Strategist / Certified Financial Fiduciary

“It’s fulfilling to help our clients. My job is interesting, challenging, and unique. There’s never a dull moment,” says Financial Planning Specialist, Matt Jones. “The atmosphere feels like family.”

Matt helps clients pursue their financial goals by guiding them to investments that are aligned with their needs and circumstances. His passion lies in helping simplify complex investment topics and working with clients to articulate what is most important to them. He holds his Series 7, 66, and 24 securities licenses, as well as his Arizona Life and Accident and Health or Sickness insurance licenses.

When not in the office, Matt can usually be found chasing around his five children, who keep him busy!