DeDe Jones is a Certified Public Accountant and Certified Financial Planner® who is passionate about creating trust with her clients. With her combined expertise, she offers sound and unbiased financial strategies and recommendations, helping clients achieve their financial goals. Jones is known for her compassion and creativity, providing innovative solutions for her clients' financial future.

Having studied Accounting at the University of Denver and worked as an Auditor at Wells Fargo Capital Finance, Jones gained critical analysis skills, which she uses to help clients manage their finances effectively. She has also worked as a Financial Advisor and Wealth Manager at Innovative Financial, LLC, as well as Vice President of Finance at Concord Services.

Jones is committed to understanding her clients' personal and business finances to make informed financial decisions and smart choices. Her clients include small and medium-sized business owners, professionals, and CEOs. She helps clients through various financial situations, including purchasing a new home, starting a business, saving for college, coping with divorce, caring for elderly parents, managing an inheritance, and leaving a legacy.