Professional

He has been a guest instructor for numerous national and regional financial organizations, as well as Kansas University Law School and the University of Missouri-Kansas City Law School.

He earned his B.S. degree from Baker University in 1986 and then joined Northwestern Mutual after graduation. He is a multi-year Northwestern Mutual Forum producer who has consistently achieved MDRT. He is a member of The Association of Advanced Life Underwriters and the Society of Financial Service Professionals. He is currently working with numerous public and private companies on security and communication issues surrounding current executive benefit programs. He specializes in corporate owned and bank owned life insurance programs.

Mr. Jones lives in Lawrence, Kansas with his wife Nancy and has three children and five grandchildren.

Associations and Memberships

  • Million Dollar Round Table
  • The Association of Advanced Life Underwriters
  • Society of Financial Service Professionals

Years of Experience

Representing Northwestern Mutual since 1986

Education

Bachelor of Science in Physical Science from Baker University

Here are my areas of expertise

Business Employee & Executive Benefits Planning

Business Planning

Business Planning & Succession

Business Risk Management

Life Insurance Strategies

Retirement Planning & Income Strategies

Estate Planning

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline