Gloria Jones CLU, CHS, CPCA, ChFP, MFA, RWM™

Consultant

Gloria’s education and years of experience have equipped her with an innovative, practical approach to designing custom solutions for clients. With a focus on estate/retirement planning and a specialization in tax effective succession planning for small business owners, Gloria combines her expertise with caring service to ensure clients are receiving the services they need, along with the understanding and self-assertion they deserve.