PLANNING TEAM

QUALIFICATIONS

BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION
Minor in Economics

University of Northern Colorado; Monfort College of Business

LICENSURE

• Life/Health/Long Term Care Insurance Licenses
• FINRA Series 7, 9, and 63

AREA OF FOCUS

Mike is the Founder and CEO of Jones Financial. Mike helps business owners, families, and individuals discover and implement strategies designed to secure their future with personalized, comprehensive financial planning. His unique approach of combining insurance and investment solutions has helped many of his clients accumulate wealth, prepare for retirement, and address other financial goals while protecting their families in the process.

A Denver Business Journal 40 Under 40 recipient, Mike is active among Denver’s young business leaders. He is an inspiring coach and mentor to new Financial Representatives having launched his career as a Northwestern Mutual college intern.

Through his tutelage and steadfast coaching, the office has grown and received national recognition for the amazing group of people that attribute to the West Denver philosophy of personal responsibility, work ethic, and integrity.

PERSONAL BIO

Mike resides in Arvada with his wife, Becki, and their two children – daughter Maci and son Blake. Mike is an avid competitor of tennis and cornhole. He enjoys spending time with his family and friends, fishing, skiing, soccer, enjoying the Rocky Mountain outdoors, and traveling with his family.

Qualifications

PhD in Finance

University of Denver

MASTER OF SCIENCE IN FINANCE

University of Colorado at Denver

BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION AND MANAGEMENT

University of Colorado at Boulder

DESIGNATIONS

• Chartered Financial Analyst (CFA)

LICENSURE

• Life and Health Insurance License
• FINRA Series 7 and 63

Area of Focus

Brian joined the Jones Financial team in January of 2017. Brian has more than 25 years of asset management experience primarily in research, equities trading and portfolio management with large brokerage houses. Brian constructs all signature choice portfolios and manages the equity and bond markets research and analysis for the firm. He has served as a portfolio manager for the global natural resources mutual fund of a Texas-based public investment advisory firm.

Brian has been quoted in the Wall Street Journal, Bloomberg, and Investor’s Business Daily on mergers and acquisitions and general market trends. He also participated as a keynote speaker at the New York City Hard Assets Investment Conference and was a panelist at a Lipper Conference discussing emerging market growth and the impact on commodities.

Personal Bio

Brian and his wife, Liz, enjoy the Colorado lifestyle. Brian enjoys playing the drums, spending weekends in the mountains with Liz (going hiking, camping, or skiing), and playing tennis, golfing, and cycling.

Qualifications

BACHELOR OF ARTS IN ECONOMICS
Minor in Finance

University of Northern Colorado

DESIGNATIONS

• ChFC

LICENSURE

• Life/Health/Long Term Care Insurance Licenses
• FINRA Series 7 and 63

Area of Focus

Mitch joined Jones Financial in January of 2017 upon graduating from the University of Northern Colorado and serving as a College Intern Analyst with the team.

Mitch serves as an advisor with expertise in discovering and implementing financial planning strategies designed to secure our clients’ future. He is committed to protecting our clients with the use of unique insurance and investment solutions to deliver personalized, comprehensive financial planning solutions.

Contact Mitch with any questions you may have regarding your financial security, financial planning, or wealth management strategies.

Personal Bio

Mitch is a Colorado native. In his spare time, you can find him trying out new restaurants and breweries with friends or travelling to visit his family. He enjoys spending time on the slopes in the winter, beaches in the summer, and playing golf and tennis year-round.

QUALIFICATIONS

Bachelor of Business Administration | Leeds School of Business

University of Colorado Boulder

Licensure

• Life and Health Insurance Licenses
• Securities Industry Essentials Qualification
• Series 7 – Securities Representative Registration
• Series 63- Uniform State Securities Agent Registration
• Currently enrolled in the Chartered Financial Consultant Designation Program- ChFC

AREA OF FOCUS

Hayden has been with Northwestern Mutual since 2019. Through mutual introductions, he was introduced to Mike and his team in 2020, where he agreed to come aboard as an apprentice to Mike.

After a year-long period, Mike and Hayden agreed that he come aboard as an Associate Wealth Management Advisor and Director of Financial planning.

Within this role, he has been meeting with clients to discuss their retirement scenarios and goals, and additionally run performance audits on their portfolios to determine if they are fulling optimizing their assets.

Additionally, once a relationship has been established, Hayden is the first point of contact regarding deposits, withdrawals, and any other transactions.

He continues to meet with his clients on whatever basis they prefer to continue to update their retirement planning goals and review progress and performance.

PERSONAL BIO

Hayden is a Colorado native, born and raised in Parker. He enjoys spending his free time outdoors, watching sports, playing the guitar or hanging out with friends.

QUALIFICATIONS

REGISTERED FINANCIAL PLANNING QUALIFIED PROFESSIONAL

College for Financial Planning

BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION

University of Phoenix

DESIGNATIONS

• Certified Long-Term Care (CLTC®)

LICENSURE

• Life/Health/Long Term Care Insurance Licenses
• FINRA Series 7

AREA OF FOCUS

Cheri has been a relationship manager with the Jones Financial team for over 15 years. She is an expert on personal and business planning analysis, complex financial planning, and risk strategies. Cheri enjoys building strong, long-term relationships with our clients. She helps clients articulate their goals, evaluate their situation, understand options, and execute solutions toward achieving a lifetime of financial security.

Cheri has more than 40 years of complex regulatory and business management experience. Cheri has prior investment, risk, and financial needs analysis experience as an Advisor with American Express Financial Advisors (now Ameriprise).

PERSONAL BIO

Cheri enjoys spending time with her family, close friends, and fur babies (Sushi and Miley) and making general mischief and merriment.

QUALIFICATIONS

BACHELOR OF ARTS IN HISTORY AND POLITICAL SCIENCE
Minor in Economics

McGill University

LICENSURE

• FINRA Series 6, 7, and 63

AREA OF FOCUS

Kyle joined the Jones Financial team in August 2018. Kyle helps process insurance and investment paperwork, manages daily trading, and client services. Kyle also helps direct and manage corporate 401(K) programs.

Contact Kyle when you would like to securely send and receive information regarding your financial plans.

PERSONAL BIO

Kyle spends most of his free time playing or watching hockey. When off the ice, he enjoys being outdoors, playing video games, and spending time with family and friends.

Christina L Perkins began her career as a Scheduling and Marketing Coordinator at Northwestern in 2009.  She ensures that we spend the right amount of time, at the right time, with our clients.  She is detailed, thorough, and is well aware that our clients are busy, hardworking people who understand the value of planning for their futures. Her favorite part is being able to help people who have important life changes.

Christina and her husband have three adult children, each launching their careers and home lives. She is glad when she gets to shop, go to movies or go to shows with her two daughters, and she’s delighted that her son still loves her cooking!  She volunteers on the Creative Team for The Point, her local church. She looks forward to traveling back to the family farm in West Virginia. During her time off, she travels the eastern seaboard with her husband or spends the weekends tending their flower and vegetable gardens at their home in south central Virginia.

Christina holds a degree in Patient Admissions, Medical Coding & Billing, as well as a Virginia State certification in Elder Care & Medical Ethics from Piedmont Community College, Charlottesville, VA.