About Julie Kieckbusch Jones
I always wanted to be in the field of finance. After years of raising my family, I found new life in creating holistic financial strategies. I help Christians use money as a tool, spend less than they earn, and live a generous life.
Your goals might include protecting your loved ones from a loss of income should you become disabled or die prematurely. Or they might include increasing your savings or getting started when you think it may be too late to start saving. In any case, my focus is on YOUR goals, not MINE. After all, I am here to serve you!
In my free time, I cherish my family, my church and love for skiing, fishing and golfing.
Education & Accomplishments
- Finra Series 7 General Securities Representative
- Finra Series 65 Uniform Investment Advisor
- Finra Series 63 Uniform Securities Agent State Law
- Life & Health Insurance Licenses
- BS in Business Finance, University of Montana
- Retirement Income Certified Professional (RICP)
- Behavioral Financial Advisor (BFA)
- Certified Long-Term Care (CLTC)
Meet My Team
Five Valleys Financial Advisors
- Title
Team Practice
- Website
- https://connect.thrivent.com/five-valleys-financial-advisors