Broker Check

Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We will help you address:

  • Investing principles and strategies *
  • Retirement investing and distribution strategies *
  • Estate conservation issues
  • Risk management analysis

We also answer your questions, including:

  • Can I retire early? *
  • Are my investments working hard enough? *
  • What’s a good approach for college savings? *
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.





 *These services are offered by Deborah Jones through her affiliation with Avantax

 

Deborah Jones, EA, CFP

Advisor

(281) 486-4247

jones.office@jonestaxfinancial.com

Deborah Jones, principal owner of Jones Tax & Financial Services, Inc, is an Enrolled Agent (EA*) with the IRS as well as a Certified Financial Planner (CFP**). She received her BBA from The University of Texas at Austin. Deborah...

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Melissa Botting

Tax Consultant

281-486-4247

jonestax@swbell.net

Melissa Botting has a BA from University of California at San Diego and an MBA in Accounting from the University of Houston. She has considerable experience with successful representation before the IRS, including waivers, forbearance...

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Cameron Miller

Financial Service Assistant

(281) 486-4247

(281) 486-4408

cameron.miller@jonestaxfinancial.com

Cameron Miller graduated from the University of Houston in 2020 with a BA in Finance with a specialty in Financial Planning. His knowledge and experience gained throughout his time at the University of Houston makes him a great...

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