AMBER JONES, CPA・PARTNER, DIRECTOR OF ACCESS

Amber Jones has been with the firm since 2016. The first part of her career was spent overseeing and managing the finances of the company as the CFO. After graduate school, Amber transitioned to lead our credit union team. Amber works closely with stakeholders to provide credit union members with access to financial planning and investment management services. Amber is also a financial advisor and CPA and uses her experience in tax and financial management to help members achieve their financial goals.

LinkedIn

LATEST PUBLISHED ARTICLES

Human Investing Blog

Nov 11, 2022

Amber Jones

Maximizing Your Monthly Cash Flow

Nov 11, 2022

Amber Jones

People often talk about what they’d do if they had “extra” money. The reality is, though, that there’s not really such a thing as “extra” money. Extra means left over, or a surplus. For almost everyone, there’s somewhere that money should be going, whether it’s to pay down debt, add to a savings account, invest, or begin planning for retirement. Thus, it’s not actually extra, even if all your bills are covered.

Nov 11, 2022

Amber Jones

Ready to Invest? Start With These Four Foundational Steps

Sep 9, 2022

Amber Jones & Rachelle Top

Ready to Invest? Start With These Four Foundational Steps

Sep 9, 2022

Amber Jones & Rachelle Top

When I graduated college, I knew nothing about financial planning. I knew saving and being mindful of my expenses was good, but I didn’t know what it meant to manage my money well.

Sep 9, 2022

Amber Jones & Rachelle Top

Mar 24, 2016

Amber Jones

Tax Tips in a Volatile Market

Mar 24, 2016

Amber Jones

When the market is volatile it can make investors feel uneasy. In a perfect world the market would never be down, but unfortunately ebbs and flows come with the territory. When the market does slow down, here are a few tax saving strategies that may be worth taking advantage of:

Mar 24, 2016

Amber Jones