JONES FINANCIAL PARTNERS - Key Persons
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Michael Dale Hicks, fondly known as Mike to all his family and friends, went to be with the Lord on Thursday, June 15, 2023, at the age of 60. The son of Patsy Lee (Kelley) and Everett Turner Hicks, Mike was born on October 25, 1962, in Oklahoma City, Oklahoma. While growing up, Mike attended Midwest City Schools and later in 1980 graduated from Midwest City High School where he excelled in football and baseball and met his high school sweetheart. After meeting and falling for his one true love, Mary Suzann Horn, the two were united in marriage on October 3, 1981, at the Free Methodist Church. This union was blessed with two beautiful daughters, Katie and Megan whom he loved with all of his heart. He enjoyed being a father and supporting the girls through all of their endeavors in sports, academics, and hobbies. Early in his career, Mike worked in telemarketing; however, he later found his true passion and calling in helping folks plan ahead and invest in their future through financial advisement and investment planning. He was a true people person and deeply enjoyed working with every client who he helped guide through their financial needs. In his spare time, Mike enjoyed many activities, family outings and all things OU! He was the biggest OU sports fan, especially Sooner Football, Basketball and Softball all of which he followed closely. Mike's biggest love and greatest accomplishment in life was definitely his family, especially his three grandsons who were his greatest joy. They were always his main focal point, and they loved being with their "Pa" more than anyone. Mike enjoyed spending time tinkering in the garage with his grandsons and was always available to sing, play, or just spend quality time with his three boys. Mike was a fun-loving, respected, outgoing, responsible, dependable, helpful, and caring family man who always put the needs of others before himself. He will be deeply missed each and every day, but his legacy will continue to live on through those who knew and loved him.
Mike was preceded in death by his:
Job Titles:
- Client Service Specialist
Rodney Jones has over 30 years of experience as a financial planner. Because of the complexity and ever changing nature of the financial environment, he is committed to a high level of financial education for both himself and his clients. Consequently, he has earned the designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Fund Specialist (CFS), and CERTIFIED FINANCIAL PLANNER (CFP). In addition, he attends at least 80 hours per year of continuing education classes to remain abreast of current tax law and new financial planning techniques and strategies. As an Investment Advisor Representative of Cetera Advisor Networks LLC, when working with advisory accounts Rodney acts in a fiduciary capacity. Financial advisors working in a fiduciary capacity are held to a "higher standard of care" and must place all clients' interests ahead of their own, making sure that all fees and conflicts of interest are fully disclosed. Finally, Rodney serves as both an OSJ Manager and Registered Principal for Cetera Advisor Networks LLC.
Rodney's practice is based on the "consultative" or "trusted advisor approach." Using this method, emphasis is based on the development of a customized, lifetime financial plan. Consequently, recommendations and plans are not developed until the advisor has obtained a clear and detailed picture of both the client's financial and personal situation. The primary focus is on the strategies that help minimize income and estate taxes, while also minimizing investment and longevity risks. Each financial plan is highly individualized and takes into account the unique situation and risk tolerance of the client. After implementation of the plan, annual reviews are necessary to make changes necessitated by changes in tax law and the client's personal circumstances. In other words, after implementation Rodney acts as a "financial coach" to help clients pursue their stated objectives.
Job Titles:
- President
- CERTIFIED FINANCIAL PLANNER
Stephen Jones is a second-generation CERTIFIED FINANCIAL PLANNER™ that believes people deserve financial confidence. He does this through investing in and protecting the things that matter most to them in their lives. Utilizing the tools given to him by Cetera Advisor Networks LLC, He has developed a process to assist his clients in pursuing their needs, wants, and wishes in a highly personalized way.
"At the end of the day, my main goal is to instill financial confidence in my clients and that I have worked with them to make their lives easier and more enjoyable."
Stephen attended Randal University and received a Bachelor of Science Degree in Business Administration. He received the Accredited Asset Management Specialist designation in 2017 from the College for Financial Planning and the Accredited Investment Fiduciary Certification® in 2018. Stephen earned the CERTIFIED FINANCIAL PLANNER™ certification in July 2019.
When he isn't helping people plan for the future, Stephen enjoys playing the guitar and spending time with his wife Keri, their daughter Elle, and their two Schnauzers, Jack and Lucy.