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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

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Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

November 10, 2025

We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

Monthly Recap – October 2025

Monthly Recap – October 2025

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October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...

Addressing Hunger

Addressing Hunger

November 3, 2025

by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital fed...

Bubbles and Bankruptcies

Bubbles and Bankruptcies

October 29, 2025

Tim Side, CFA “Irrational exuberance, as famously diagnosed by Robert Shiller ahead of the dot-com bus...

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