Talent

Utilizing over 30 years of experience in financial services, Chris works with an experienced team of planners in estate, business, investment, retirement planning and executive compensation. Working with Credit Unions, business owners, professionals and families, he provides exceptional service, recommends innovative ideas & concepts and utilizes blue chip quality products, to address the unique needs of each client.

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During his career, Mr. Jones has moved vertically, holding positions ranging from Financial Advisor to Managing Partner.  While working as a Lead Managing Partner, Mr. Jones received the Master Agency Award and International Management Award – Platinum level from GAMA.  Mr. Jones has attained the Certified Financial Planner® (from the Certified Financial Planner Board of Standards, Inc.), Chartered Financial Consultant, and Chartered Life Underwriter (from the Chartered Life Underwriter Institute), among other professional designations.
 
Mr. Jones, an active community volunteer, is a past Chair of the Board of the Long Island Lutheran High School, a past Board Chair of Lutheran Social Services of New York, a current Board Member of The Lutheran Care Network and Coburg Village.  He also is Past President of the Lutheran Church of Resurrection in Garden City.  Mr. Jones hasreceived numerous awards including: Wheat Ridge Ministries, “Seeds of Hope” award in 2003, LCMS Atlantic District – “Witness in the Public Square” award in 2004 and Long Island Lutheran High School, “Rev. Ed Visscher” award in 2009.  Mr. Jones currently resides in Oyster Bay with his wife, Madelaine.