As a seasoned financial advisor with over 20 years of experience, I specialize in providing personalized investment and financial planning services to family-owned businesses and individuals seeking to secure their financial futures. My firm, John Schooler Jones LLC, is dedicated to empowering clients through tailored strategies that align with their unique goals and aspirations.My areas of expertise include family business ownership and succession planning, investment management, and estate planning. I’m passionate about helping family-owned businesses create lasting legacies by guiding them through the complexities of ownership transitions and ensuring that their personal values are maintained for generations to come.Before founding my own firm, I built a strong foundation in corporate banking at Wells Fargo and Westamerica Bank, where I provided tailored business banking services to closely held businesses. This experience equipped me with a deep understanding of financial dynamics and the unique challenges faced by family-owned enterprises.At John Schooler Jones LLC, I prioritize a client-first approach, where trust, transparency, and long-term partnerships form the basis of every financial strategy. I’m committed to ongoing professional development and staying current on the latest market trends and financial strategies to ensure that my clients receive the most informed and effective guidance.