Carrie Jones, CFP®

Carrie Jones supports Talisman Wealth Advisors behind the scenes, helping our team build thoughtful, detailed financial plans for our clients. Her path into financial services started early. As a child she spent Saturdays helping in the family's life insurance business, filing policy cards and learning on the old IBM machines. In 1996 she found her way to independent RIAs and never looked back.

Over more than 20 years, Carrie has worked in nearly every corner of an advisory firm: operations and client support, client-facing advisor, and founder of her own practice. That whole-firm perspective shapes how she approaches planning. She earned the CERTIFIED FINANCIAL PLANNER® designation in 2010 and is a firm believer in what a well-built plan can do.

Carrie collaborates closely with our advisors to develop plans that are practical, clear, and aligned with each client's goals. She's a natural crosschecker who loves the details, but her focus is always on what's practical, what gets everyone on the same page, and what will meaningfully change a client's outcome. She also enjoys introducing college students to the flexibility and possibilities of the planning profession.

Outside of work, Carrie and her husband are enjoying the empty-nest years after raising two sons. All three men in the family are Eagle Scouts! They're slowly embracing a "vagabond" lifestyle, building work around travel, sunsets, Dave Matthews Band concerts, and a goal of visiting all 50 states before grandchildren arrive.