Home Office Team Merle Jones President, Jones Investment Group (573) 336-8328 (573) 336-8429 email@example.com Merle founded Jones Investment Group in 2001 after retiring from the US Army. He holds Series 7, 63 and 65 FINRA Securities Registrations, as well as Life Insurance Licenses around the country. Merle specializes in Holistic Financial Planning, Retirement Planning, TSP and 401(k) Rollovers, and Life Insurance Analysis and Solutions. With more than 19 years of experience working with transitioning service members, Merle has a unique expertise in coaching transitioning veterans and civil servants through the hurdles of understanding their retirement planning and survivor benefit options. He provides expert guidance in analyzing Survivor Benefits Plan (SBP), Dependency and Indemnity Compensation (DIC), Veterans’ Group Life Insurance (VGLI), Servicemembers’ Group Life Insurance (SGLI), Family Servicemembers’ Group Life Insurance (FSGLI), Federal Employee Group Life Insurance (FEGLI), and the Federal Employees Retirement System (FERS). In 2018, Merle led the development of the Ultimate Retirement, Risk Management and Financial Planning Team. Most recently, Merle led the development of the new Military Retirement Maximizer App which will help military families understand the full value of their Pensions, VA Disability, and how to better protect their families. Merle serves in many organizations locally and around the country. He is a past President of the Rotary Club of Pulaski County, and has previously served as President of the Military Police Regimental Association on both the national and local boards. In 2011, Retired CSM Jones was inducted into the Military Police Hall of Fame. Merle’s philosophy is to always give back to the community, veterans and families.When Merle isn’t working, volunteering his time, or giving back to the community, he enjoys spending time with his family. Leanne Geer Registered Assistant (573) 336-8328 (573) 336-8429 firstname.lastname@example.org Leanne holds Series 7 and 66 FINRA Securities Registrations, and assists with processing trades, asset transfers, and new accounts. Leanne has degrees in Accounting and English, and is a notary public. 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. Lara Page Director of Life Insurance (Non-Registered) 573-336-8328 573-336-8429 email@example.com 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. Lindsay Teal Director of Marketing (Non-Registered) 573-336-8328 573-336-8429 firstname.lastname@example.org Lindsay Teal is the Director of Marketing at Jones Investment Group, with responsibility for marketing programs, brand management, and national campaigns. Prior to joining Jones Investment Group, she worked in strategic new business development, marketing at several companies, and served in Senior Staff positions. In addition to strategic business development efforts, she directs media relations, branding, advertising and website development. She manages and oversees sponsorships, events, charitable contributions, marketing strategies and more. Ms. Teal has more than 18 years collectively in the marketing industry working for multi-million dollar companies and holds a Bachelor of Arts degree in Communications. When not hard at work doing Marketing, she enjoys spending time with her children, fishing, and traveling.