
Dorothy Jonesemail
Professional Story
Preparing for life steps isn't easy. I pride myself on getting to know each client to understand their needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. We offer a broad portfolio of insurance protection, asset accumulation strategies, and financial services for families and businesses.
As a mother and business owner, I am passionate about giving back to the community, especially to children in foster care, and keeping fine arts programs in public schools. My background is as diverse as my clients. I was born in Vietnam and adopted into a multiracial family, which helped me to embrace and respect people of all cultures.
In our free time, my family and I enjoy sports, classical music, reading, traveling, and exploring the rich history, culture, and food in the US and worldwide.
Education
Wayne State Univerisity 2012- 2015, Sanit Louis University 2015-2016
Hobbies
Teaching, Cooking, Reading, Hiking, and Traveling
Community Involvement
Lake Travis High-school Orchestra Board, Austin Angles
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Financial Education, Risk Management Strategies, College Funding Strategies, Charitable Giving, Business Owners, Retirement Income Planning, Retirement Strategies, Estate Planning, LGBTQ
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