Our Team

David Brent Jones

David Brent Jones is Director of Advanced Insurance Solutions for CFO. David is based and resides in Phoenix.

David is a qualified financial planning professional with over thirty years of experience in consulting with doctors and business owners throughout the United States. David’s specialty is tax reduction and capital accumulation through the design and implementation of tax-favored plans.

For the last twenty-five years David has been a frequent speaker at continuing education seminars for CPAs and Attorneys. His programs have received the endorsement of nationally published journals and newsletters. He is approved as a registered speaker on the National Registry of CPE (Continuing Education).

David has served on the Board of Directors of a national life insurance company and is a founding board member of the Arizona Bank and Trust. He has been honored as a member of the National Directors of Who’s Who in Executives and Professionals. David has been involved in pension design and administration since 1976. He is recognized as a national authority on Welfare Benefit Plans and Qualified Retirement Plans. He is a Certified Estate Planner and has been a radio talk show host in Arizona and the New England area.

David received his Bachelors of Business Administration (BBA) at the University of Texas at El Paso. David received his Masters of Business Administration (MBA) and Juris Doctor (JD) Degree from LaCrosse University. He has also earned the designation as a Certified Wealth Preservation Planner.

David and his wife, Cyndy have two children and four grandchildren.