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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.

Fourth Quarter Investment Report

Fourth Quarter Investment Report

January 13, 2025

The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...

Monthly Recap – December 2024

Monthly Recap – December 2024

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Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a...

At Last You’re Retired. Time For That Vacation Home? Not so Fast.

At Last You’re Retired. Time For That Vacation Home? Not so Fast.

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The third age of retirement: enjoying retirement.  Someday, you may have told yourself, I’ll have that...

Tax strategies for executive compensation packages 

Tax strategies for executive compensation packages 

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Tax strategies for executive compensation packages  A guide for business leaders navigating a maz...

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