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  • 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, secretary, board of directors
  • St. Mary’s Health Center Foundation, board of directors, planned giving committee

Kelli A. Jones, CFP®, CPA, MAcc

 

Kelli joined the Duff Team as a professional consultant in 2002 after working in Arthur Andersen's Personal Financial Planning group. 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. Our core values drive us each day to work harder and exceed our clients' expectations.” 

 

Kelli and her husband, Scott, are parents of Caleb.  The family lives in Jefferson City.