Emma Jones

Emma began her career in wealth management to help people optimize their financial situations so they can reach their goals and focus on other areas of life. She started out in portfolio management. In her current role, she gets to know her clients behind the numbers, and creates and maintains comprehensive financial plans that help them make decisions about life. Emma attended Kansas State University where she earned a Bachelor of Science in personal financial planning. She was a section leader for piccolos in the marching band and played on the women’s rugby team. She graduated summa cum laude in May 2021. Outside of the office, Emma and her husband enjoy attending country music concerts, traveling, and kayaking the various Florida beaches and springs.