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Amber Jones

Retirement Plan Education Advisor

ABFP™

With 10 years of teaching experience and a master’s degree in Curriculum Design and Instruction, Amber Jones helps clients and their employees better understand their retirement plans and how to successfully save for the future. She is happiest when helping others, which aligns well with both Moneta’s mission and her role as a Retirement Plan Education Advisor for the Finerty Team.

Amber earned her bachelor’s degree in Education with an emphasis in Middle School Math and English Language Arts from McKendree University. She worked as a middle school math teacher for 10 years before joining Moneta.

Amber and her husband enjoy traveling together, going to movies, and spending time with their family, friends, and dogs. Amber also enjoys reading, cooking, baking, gardening, and listening to true crime podcasts.

  • Accredited Behavioral Finance Professional
  • Series 65 Licensed

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There

What Women Should Know About Divorce and Finances – From a Financial Advisor Who’s Been There

January 12, 2026

by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time comi...

Fourth Quarter Investment Report – 2025

Fourth Quarter Investment Report – 2025

January 9, 2026

Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of ...

Monthly Recap – December 2025

Monthly Recap – December 2025

January 8, 2026

December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

The Derivative Income Dilemma: Balancing Yield, Complexity, and Risk

January 6, 2026

by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...

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