Rick Jones

Rick has been a financial advisor for more than 30 years, offering comprehensive financial planning services to help his clients lay the plans for long-term financial success. Whether it be planning for retirement, helping parents with college savings strategies or trying to work through financial issues, Rick can help you choose the strategies necessary to set you on the plan for success. 

Rick also has been in the life and health insurance industry for close to 40 years and is well positioned to help you address your insurance needs. Rick works with our clients in Medicare planning and can help you find the right Medicare Advantage plan or Medicare Supplement plan for your situation. Rick also can help you with your life insurance, disability insurance and/or long-term care insurance needs. 

Rick lives with his wife, Gail, in Edina, MN. They have two grown children, a son who graduated from the University of Minnesota and a daughter who currently attends Gustavus Adolphus College. He likes to spend time with family and friends, travel, and try new restaurants and tap rooms.