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Helping You Prepare For Your Future

In-Depth Financial Planning

Transition Counseling

TSP & 401(k) Rollovers

Retirement Planning 

Life Insurance Analysis/ Solutions

Who We Are

A veteran-owned small business established in 2001.

Built on a foundation dedicated to giving back.

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Our Services

From retirement income planning to investment management, we offer a very unique holistic financial planning approach to helping Federal, Military and Civilian families.

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Our Professionals

Our experienced and enthusiastic team thrives on client satisfaction.

Contact us today for a free consultation!

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Educational Resources

We have a wealth of resources to help you learn more about retirement, social security and estate strategies.

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Tailored To Your Family's Needs

At Jones Investment Group, we can help take the mystery out of preparing for tomorrow, today.  Whether you are transitioning from the military, investing to build wealth, protecting your family or preserving your assets, our personalized service focuses on your needs, wants and long-term goals.

Our team of professionals specialize in counseling and mentoring families to create a customized plan.  We can help to address your needs of today and for many years to come.

We look forward to working with you.


Retirement, Risk Management and Financial Planning Team

Merle Jones

Merle Jones

President, Jones Investment Group

(573) 336-8328

(573) 336-8429

William  Lockwood

William Lockwood, CFP(R) 




Shawn Manuel

Shawn A. Manuel, MDRT, CLTC

Strategic Wealth, Inc. (Founder)



Contact us to request a free consultation

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