Sean D Jones

I became interested in financial advising when my father passed away and my mother spent hours on the phone with insurance, online investment companies and banks trying to figure out what the future held. I thought, "there has to be a better way." From that experience, I realized finances are an intensely personal and serious matter that require individual attention. My goal is to help investors understand how to build, maintain and pass on wealth in a way that works for them. I love helping to reduce the stress that comes from major life events and planning for the future....