Our Work
Our mission is to understand what our client's financial destination is before offering them investment advice. We listen, care and wholeheartedly dedicate ourselves to helping our clients achieve their definition of financial success. We partner with them and their families spanning multiple generations for their lifetime, engaging in a proven process to help ensure they stay on track to achieve their financial goals. We believe in a comprehensive approach to understanding what is needed to achieve their specific goals and balancing that with investment risk to address the client’s entire financial picture, including tax mitigation, estate and legacy considerations and protection strategies.

Our Clients
We serve a diverse group of clients with wide-ranging goals. Our clients often come to us during times of transition, such as selling a business, entering retirement or receiving an inheritance after a loved one passes. We enjoy the challenge of developing complex financial strategies in collaboration with other professionals like our clients’ accountants and attorneys.

Our Team
I earned my degree in civil engineering from the US Air Force Academy and served as an officer in the US Air Force from 1998 - 2005. When not at work, my wife, Melody, and I enjoy traveling the world with our three children, Carly, 23, Lauren, 21, and Zeke, 6.

Being passionate about giving back to the Fort Myers Beach community, I have served as chairman for Relay for Life, as president of the Fort Myers Beach Kiwanis club from 2016-2018 and on the board of trustees for the Fort Myers Beach Fire Department VEBA Trust.

To further support our clients, our team includes senior branch office administrators Amy Barnes and Natasha Gornshteyn. Amy has been with Jones since 2001 and moved here from Kansas City in 2017 and fell in love with our community. She is a volunteer at Galisano Children's Hospital, after volunteering with local Hospice organizations for the last 20 years.

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Volunteering
  • Coaching Sports
  • Traveling
  • Health & Nutrition
  • Fishing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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