Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Christian Financial Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Saving for Education
  • Cash Flow Management Strategies

Awards & recognition

  • Truevine Wealth Partners, Ameriprise Client Experience Award, 2020-2022

Community participation

  • East Texas Alzheimer's Alliance Investment Committee Head Board Member, Longview, TX, Steve Jones, 2018-present
  • Newgate Mission Volunteer, Longview, TX, Steve Jones, 2005-present
  • Longview Family Promise, Steve Jones, 2009-present
  • Longview Boys Baseball Assoc, Coach, Steve Jones, 2009-present
  • Toastmasters Int'l member, Past President, Longview, TX, Steve Jones, 1996-present
  • TX Annual Conference, United Methodist Church, Pension Advisory Board Member, Steve Jones, 2016-present
  • Disciple Summer Mission, adult volunteer, Steve Jones, 2013-2018
  • Longview PARD Youth Basketball Church League coach, Steve Jones, 2012-2017