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Our Team

PLANNING & INVESTMENT TEAM

Our planning team is dedicated to helping families, professionals, and business owners build customized, tax-efficient wealth management plans for retirement, income, and succession. We also specialize in building tailored multigenerational financial plans. In addition, our investment management and trading team customize individual portfolios for durability and diversification across public and private markets. Strategies align with each client’s goals to optimize risk-adjusted returns over time.

With the extended resources of Northwestern Mutual’s Private Client Group and Wealth Management Investment Team, we help our clients take advantage of unique planning and investment strategies and elevated services for long-term success and financial security.

Jones Financial Group Team

PLANNING TEAM

Mike Jones

Founder and CEO

Brian K Hicks CFA®, MSF, Ph.D.

Director of Investments

Mitchell Powers

Associate Private Wealth Advisor

Hayden Courier

Associate Private Wealth Advisor

Cheri L Emerson

Associate Private Wealth Advisor

Kyle William Becker

Financial Planning Analyst

Christina L Perkins

Scheduler