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Kelli A. Jones

Kelli A. Jones CFP®, CPA, MAcc

Direct (314) 244-3363  |  kjones@monetagroup.com

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Kelli joined the Duff Team as a professional consultant in 2002 after working at Arthur Andersen. She was attracted to the client-centered, team approach at Moneta Group. Drawing from multiple backgrounds and areas of expertise, she says, "We are able to provide our clients with the best options to meet their goals."

By combining the best tools with an unwavering commitment to exceptional service, Kelli believes Moneta Group accomplishes things for clients which no other firm can. "We are always concerned with doing it only one way; in our clients' best interests," she says. "That is what sets us apart."

Kelli is actively involved in her community. Kelli and her husband, Scott, enjoy traveling, trout fishing, Mizzou sports and spending time with their children, Caleb and Kendall.  The family lives in Jefferson City.

  • B.S., Accountancy, University of Missouri – Columbia
  • Masters, Accountancy, University of Missouri-Columbia
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant
  • Rape and Abuse Crisis Service (RACS) of Jefferson City, board of directors president
  • St. Mary's Health Center Foundation, board of directors, planned giving committee
  • Jefferson City Public Schools, Vanguard Leadership Program, 2011 class member

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