Home Office Team Merle Jones President, Investment Advisor Representative (573) 336-8328 (573) 336-8429 email@example.com Merle founded Jones Investment Group in 2000 after retiring with full honors from the US Army. Merle holds Series 7, 63, 65 securities licenses as well as a Life, Health and Accidental licenses in 43 states. Merle specializes in holistic, goal-based financial planning and portfolio construction. He has 18 dedicated years of experience with retirement planning, estate planning, wealth management and TSP rollovers. His main focus is helping Military and Federal Employee families prepare for their financial future before and after transitioning. Merle also serves as Chairperson for the Lake of the Ozarks Support the Fort group, and previously served as President of the local Rotary Club and President of the National Board of Directors for the Military Police Regimental Association. In 2011 CSM Retired Jones was inducted into the Military Policy Hall of Fame. Currently with Woodbury financial Services (WFS) and Advisor Group (AG) When Merle isn’t working or giving back to the community, he enjoys spending time with his family and boating on the Lake of the Ozarks. He also enjoys rooting for his favorite baseball team, the St. Louis Cardinals. Leanne Geer Registered Assistant (573) 336-8328 (573) 336-8429 firstname.lastname@example.org Leanne has degrees in Accounting and English and is a notary public. Leanne has her Series 7 and 66 securities licenses. Before joining Jones Investment Group, she worked for a large tax-preparation company. Leanne is involved with two educational non-profit organizations—the National Genealogical Society and the Society for Creative Anachronism. She also enjoys playing board games, gardening and collecting postage stamps. Leanne lives in Saint Robert, MO with her husband, and has two teenage sons. Amy Cato Client Services Assistant (Non-Registered) (573) 336-8328 (573) 336-8429 email@example.com Amy was born and raised in the State of Texas, after graduating high school, she received a BS from Tarleton State University in Business Management. As part of her job, Amy enjoys researching investments and annuity products and working with a team of advisors to help in the development of financial and retirement proposals for our clients. Amy lives in Richland, MO with her husband JD and 5 year old son Triston. She is a proud mother of a US Marine. In her spare time she enjoys gardening, ranch life and being an active member and youth leader of Bethlehem Baptist Church. Lara Page Director of Life Insurance (Non-Registered) 573-336-8328 573-336-8429 firstname.lastname@example.org Lara Page has 10+ years of customer service knowledge and as Director of Life Insurance, she oversees the in-house life insurance department and is responsible for training and managing our life insurance agents throughout the country. Lara lives with her husband in St. Robert, MO. She has three adult children and 6 grandchildren. When she is not in the office she enjoys, gardening, baking, target shooting and cheering on the Iowa Hawkeyes.