Owners

Latest Winter 2018 Quarterly Newsletter This issues includes reflections from Brian Jones, CFP, on recent market volatility as he draws parallels to the most recent Super Bowl. Kevin Donovan, CFA, discusses how market losses can be tough but in general the market produces positive returns. Mark your calendars for our annual Shredding Event on May 18th and read about which documents to keep versus shred. Lastly, we share the recent Washingtonian Magazine article that quoted Jessica Ness, CFP, and her advice for handling children's allowance. January 2018 Audio Update In our first podcast of 2018, join us as David Greene, Kevin Donovan, Jessica Ness and Brian Jones share their thoughts on what worked in 2017, what to expect in the markets in 2018 as well as an update on the new tax bill just passed by Congress. Newsletter & Podcast Archive

Timothy W. Jones, CFP ® | Chairman Emeritus

Timothy W. Jones, CFP ®, MPA, currently serves as Chairman Emeritus at CJM Wealth Advisers, Ltd. Tim is a graduate of Cornell University, receiving a Bachelor of Science degree in Civil Engineering in 1969 and Master of Public Administration degree in 1971. He traveled to the Washington, DC-area in 1971 to attend Engineer Officer Basic School at Fort Belvoir and after a brief period of active duty, went to work with Fairfax County Government as the Assistant Director of the Office of Management and Budget for nine years and then as the Director of Data Processing for six years.

Tim moved into the financial planning business in 1987, getting his Certified Financial PlannerTM (CFP®) practitioner designation from the College for Financial Planning in 1989.

Tim assists with the management of the corporation, and is a mentor to the younger planners in the organization. In addition to his management responsibilities of the firm, Tim provides a full range of financial planning services including investment, retirement, and long-term care planning for his clients. Tim was also named Financial Planner of the Year in 2006 by the National Capital Area Chapter of the Financial Planning Association, and received the Lifetime Achievement Award in 2013 from the National Capital Area Chapter of the Financial Planning Association.

Tim continues his leadership and teaching practices in the local community. Tim taught courses with Fairfax County Adult Education from 1990 to 2000, as well as courses with the Fairfax Education Center, Freddie Mac, Verizon, E-Systems, and other organizations and corporations. Tim served on the Board of the International Association for Financial Planning (IAFP) for eight years, completing his service as the President from 1996-1997. Tim annually assists with the Financial Planning Association’s January Educational Symposium.

Tim has been named as one of the area’s best financial planners by Washingtonian Magazine in 2012 and 2014, and has appeared in Kiplinger’s Personal Finance, The Washington Post and FOX (DC), as a respected authority in the financial planning community.

Tim is married to Mary Ellen, his wife of 47 years. They have 3 children and 7 grandchildren and reside in Herndon, VA.

Accolades

    • Financial Planner of the Year - Timothy Jones (2006)
    • Lifetime Achievement Award - Timothy Jones (2013)
    • Best Financial Planners - Timothy Jones (2012, 2014)
    • Top Financial Planners - Timothy Jones (2011, 2012, 2013, 2014, 2015, 2016)

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