Our Advisors

Michael Jones

Michael Jones

Private Wealth Advisor

Our Staff

Paige Jones

Paige Jones

Office Manager
More about me...

Personal Intro

  • Paige likes to work and play outdoors, browse Pinterest for fun ideas, and strives to be the best wife to Michael and mom to Tate, Cameryn and Chloe.
  • After having the opportunity to stay home with their children, Paige is now happy to be helping the team provide every client with personalized attention.

Qualifications

  • Texas A&M University, Bachelor of Business Administration - Accounting
  • Texas A&M University, Master of Science - Accounting

Roles & Responsibilities

  • System Development and Implementation
  • Marketing and Event Coordination
  • Accounting
  • Special Projects
Ilda Rodarte

Ilda Rodarte

Administrative Assistant
More about me...

Personal Intro

  • Ilda enjoys reading and being involved in various church ministries. She also loves spending time with her daughter, son-in-law and grandchildren.
  • Ilda's favorite part of her job is getting to know our clients while helping them achieve their goals with on-going planning.

Roles & Responsibilities

  • Scheduling client appointments
  • Processing business
  • Servicing accounts
  • Data collection
Kristi Baker

Kristi Baker

Practice Manager
More about me...

Personal Intro

  • Kristi's prior work experience includes accounting, management, bookkeeping, payroll, administrative support, special education services, customer service and retail and children's services.
  • When not working, Kristi enjoys time spent sewing, reading and exercising.
  • Her educational background includes studies at Western Texas College, Texas State Technical College and Boston University.

Roles & Responsibilities

  • Client Service
  • Marketing and Event Coordination
  • Technology Management
  • Business Processing