Michelle Jones

I started in the financial services realm in 1998, working within investment banking services for the first five years of my career. I then spent the next eight years with American International Group (AIG), where I worked with a large local hospital as a retirement specialist. That experience strengthened my passion for educating people about the importance of retirement planning. I believe the accumulation phase of retirement is just as important as the distribution phase.

In 2012, I became an independent investment advisor and joined LPL Financial. After my husband was diagnosed with terminal cancer 10 years ago, my passion expanded to include estate planning. I now work with several local attorneys and CPAs to help clients prepare their legacy-focused financial plans.

After 12 years as a sole independent investment advisor, I conducted an extensive search to find the right firm to join. When I met the team at Core Financial Group and saw that our core values and ethics aligned, I knew it was the right fit and transitioned my entire practice to Cetera Advisors.

I hold my Series 7, 63, 65, and 66 registrations, as well as Life and Disability Insurance licenses.

When I’m not at work, you’ll find me with my husband of 30 years, spending time with our grandchildren, adult children, extended family, and friends. We enjoy glamping in our RV, boating at Lake Chelan, snowmobiling in the Cascades, dirt biking in Central Washington, or exploring the Wenatchee National Forest in my Jeep.