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Stephen B. Jones, CPA, CA, CFP®Senior Financial Advisor
Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most.
Lynley is passionate about personal finance, has extensive knowledge in small business, technology, and personal income tax, and appreciates the challenge of creating the best financial situation for all of her clients. Currently, Lynley is pursuing her Certified Financial Planner designation and is working in partnership with Stephen & Catherine Jones to grow her Wealth Management practice.
Qualifications & Experience:
Lynley has been married to Mark for 15 years, and they have an eleven-year-old daughter, a nine-year-old son, and a Wirehaired Pointing Griffon named Rory. When she’s not working, Lynley loves to spend time discovering and mastering new technology, creating handmade items, baking, reading, and spending time with family.