Broker Check

720 Executive Park Drive
Suite 1600
Greenwood, IN 46143

Jon R. Winteregg


Kurtis Jones

Kurtis Jones

Client Service Specialist

Kurtis has experience with client services across a very diverse spectrum.  He is dedicated to providing exemplary client support and expanding his knowledge of the Financial Services Industry. Within the firm, Kurtis' responsibilities revolve around delivering exceptional service, updates, and information to our valued clients. He focuses on making sure clients are assisted and informed in a timely manner. Kurtis handles all paperwork, processing, follow-up, and scheduling. Through his tireless efforts our clients are best served.