Jeannette Jones, CPA, CFP®

Founder

Ever since I was a little girl, I wanted to help people…

When I was in third grade, my family put me in charge of running our family’s strawberry and vegetable stand on our farm. I would arrange the display of berries and vegetables in the barn, wait on customers, make change and help load cars. At 8 years old, I decided I liked running a business and that someday I would create my own to help others, but I wasn’t sure how.

My earliest lessons came from my parents, who were both teachers and entrepreneurs. They ran the farm, rehabbed and rented houses, and eventually bought a small business. I learned from them that it’s not what you earn, but how you manage it that really matters.

When I headed off to college, I majored in accounting and finance as a foundation. While still at Ohio State, I read about the young profession of financial planning. I was immediately hooked. This was what I wanted to do.

In the fall of 1988, I combined my parents’ entrepreneurial spirit and my business experience as a CPA and banker and started The Asset Advisory Group; using my life’s lessons to help provide financial guidance to enhance the well-being of individuals and families. That mission continues today as the binding principal we bring to each and every client relationship.

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