Meet our Team Members
Robert Jones was born and raised in Chicago, Illinois. Robert holds a Master’s degree in Accounting and a Master’s degree in Taxation. He has 10 years of experience working with nonprofits, helping them to grow and succeed. He prepares and consults for small and large organizations including Supporting Organizations (501(c)(3)), Private Foundations (PF), Charitable Lead Trust (1041) and Charitable Remainder Unitrust (5227). Robert is actively involved with his community. He is an Executive Board member for a local nonprofit in Evanston, IL helping children to learn from the ages of 0-3. He loves golfing, motivational speaking and is addicted to cruises.
Legacy Planning Specialist
After a brief career playing professional football, I transitioned out of the game and dove headfirst into Financial Services as a Financial Planner. My areas of expertise include charitable planning, legacy planning and business exit and succession planning. I am passionate about philanthropy and am an active member of Big Brothers Big Sisters Miami, Boys and Girls Club Broward County and Families First of Palm Beach County.