

I don’t think retirement is a one-size fits all approach. It’s very specific to who you are, what you want, & what you want your retirement to look like.
Everyone’s plan should be different & should be specialized to your needs. We want to know what your hopes are and what your perfect retirement looks like. I’m ok being your CFO while you’re the
CEO of your retirement.”
Megan Jones
with our JAG team
P.S. Why should you spend another moment wondering about your financial future?


Megan Jones, CEPA®
Founder & President
Financial Advisor

Chris Jones
Founder & CEO
Financial Advisor

Craig Gordinier
Regional VP
Financial Advisor

Tim Krueger, CEPA®
Senior Vice President
Business Development

Misty Pritz
Chief Operations
Officer

Josh Wyatt
Financial Advisor

Madeline Key
Financial Advisor

Cole Gardner
Financial Advisor

Kelly Fresquez
Client Service Manager

Kira Maldonado
Client Service Manager

Keri Reed
Client Service Specialist

Michelle Paulsen
Client Service Specialist

Karly Goodyear
Client Service Specialist

Kim Cayler
Client Service Specialist

Shelby Finan
Client Service Specialist

Kelli Denton
Administrative Assistant

Morgan Spoor
Event Coordinator

Jayde Madel
Financial Analyst

Paige Hallacy
Financial Analyst

Jake Lindstrom
Financial Analyst

Bradyn Rottler
Operations Analyst
Ready to Take The Next Step?
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