Simplified Financial Advice.

Meet Mark

Mark Jones is a Wealth Advisor who brings more than 32 years of experience in financial services to the clients he serves. This experience ranges from Chief Compliance Officer, Director of Operations and Trading Specialist just to name a few. This variety of responsibilities including the 25 years of serving clients closely with Brent and the early years of his career spent in Seattle, Washington – has provided Mark with an in-depth knowledge of investment management, client relations and systems management. His passion for providing the highest level of personalized service and investment experience helps to create an experience for our clients that can be above industry standards. Our clients can sense the difference in our approach and level of care.

Born and raised in Seattle, Washington, Mark lives in the Phoenix area with his wife, Stacy, and their five children (two of which he adopted in 2017). Mark enjoys time with family and attempting to get better at golf.