Callie Jones

What path led you to wealth management?

My path to wealth management was not as clear as most. I attended school majoring in dietetics and later transitioned to business. My sister worked at TFO and there was an opening for a temp position on the operations team. If I knew nothing else about TFO, I knew this wasn’t an opportunity I could pass up.

Why did you join TFO Wealth Partners?

I joined TFO initially as an opportunity for myself and my family. I have stayed at TFO to make an impact on our clients and the families we serve. To hear first-hand stories of how we have helped families, through good times and tough ones, has been very fulfilling.

What most excites you about your work?

Knowing that we are all here with the same goal in mind, to help families. I thrive in the fast-paced evolving work environment. TFO is made up of some of the best colleagues, some of which have become family.

What has been your most rewarding career experience?

For me, it is hearing client’s stories of how we have helped them in their lives and made a difference for their families.

What personal accomplishments are you most proud of?

I am most proud of my fiancé, Garrett, and our two children. They keep me grounded and are such a positive force in my life.

What are some of your life's biggest influences?

My family and friends. I feel very blessed to have such a close-knit, supportive family.