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Meet The Team

Celeste Jones

Born and raised in St. Louis, Missouri, Celeste draws from her deep-rooted love for family, and community to provide thoughtful care and service to her clients. Her journey to San Antonio in 2000 allowed her to embrace the vibrant culture and rich history of the city, where she’s found a true sense of belonging in the warmth, both climate-wise and culturally. The transition away from the snow and ice of Missouri has been one she’s never looked back on!

With over 20 years of experience in client service, Celeste is passionate about helping people navigate their financial needs with care and diligence. She began her career in 2004 as a Client Service Assistant, where she discovered her true calling to serve others and help them achieve financial peace of mind. 

Outside of work, she stays active in her children’s lives, Ellie and Reed, as they grow up and participate in sports. She’s also a huge fan of Spurs games and continues to root for her beloved Cardinals, no matter where she lives. Community and caring for others are core to everything she does, and she’s thrilled to be a part of a team that shares those values.