Alexander Jones, CFP^®, CLU^®, ChFC^®, CEPA®, EA (Enrolled Agent)

Alex has provided advice to business owners for nearly two decades. Gifted with the ability to see the risks and opportunities associated with businesses, he can distill down complex information into a comprehensive vision for business execution.

A graduate of Lipscomb University, Alex has broad experience in various financial areas including banking, investment management, tax planning, real estate, insurance, cashflow management and estate and exit planning.

Throughout his career Alex has helped business owners acquire an aggregate total of over $500 million in life insurance death benefits to protect their family and wealth and saved his clients more than $35 million in federal taxes through tax consulting in the last five years. 

In his pursuit to provide clients with the best advice Alex has obtained the following designations: Certified Financial Planner (CFP®), Certified Exit Planner (CEPA®), Certified Life Insurance Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and is now an Enrolled Agent (EA) with the IRS. As an Enrolled Agent, Alex is federally authorized to represent taxpayers before the IRS, which enables him to help clients with complex tax matters, including audits, collections, and appeals.