THE JONES GROUP

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for THE JONES GROUP
Team photo for THE JONES GROUP

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Advisors

Advisor photo for Trevor Jones

Trevor Jones

CFP®

Branch Manager

Managing Director
Visit Trevor Jones's website


Team

James Menger, CPA

Client Service Associate,

Certified Public Accountant
Elizabeth Grinkevich

Elizabeth Grinkevich

Registered Practice Associate,

Practice Manager

Personal Intro

Liz joined The Jones Group in early 2013 and works as the team's Registered Client Service Associate & Practice Manager, helping clients with all of their service inquiries. She is also in charge of our marketing efforts, helping to plan client events, seminars & dinners. Liz holds Series 7 & 66, Life, Health and Long Term Care Licenses. Prior to joining The Jones Group she worked for a competitor firm for several years.

Qualifications

  • Series 7, Series 66, Life, Health and Long Term Care Licensed

Roles & Responsibilities

  • Client Service
  • Disbursements, Account information, Processing
  • Marketing
  • New Client On-Boarding and Education
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