Mark Jones

How do I help our clients Live a Richer Life®?
A healthy, thriving company means a richer, more fulfilling experience for our teammates and clients. As chief revenue officer and self-proclaimed growth ambassador, I have the privilege of helping our teams drive growth across all channels, markets, and business lines. I enjoy working with our internal teams, helping to set new client goals, brainstorming on strategies, aligning on accountabilities, coaching, and ultimately creating a growth mindset firm-wide. Most rewarding for me are the memorable client stories I hear along the way, whether after an office opening or as a result of a new program we launched; they remind me that we’re helping more families live a richer life every day.

How do I align my time and money with my values and passions to Live a Richer Life®?
My greatest joy is spending time with my family. My wife Meagan and I have two grown children and we enjoy traveling, exploring new areas, spending time together, and getting outside. I also love connecting with my friends, golfing, sampling great wine/bourbon, cooking, and a good book. As a family, we volunteer at several local charitable organizations that focus on veterans, families, or children in need.