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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.


Shelly Shipp, FPQP®

Operations Manager

720-504-4448 x104

For ten years Shelly worked in the oil & gas industry as the Executive Assistant to the President and Vice President of Operations. Shelly developed an extensive reporting system and focused on the planning, scheduling and preparing of...

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Jenise Lowrance

Client Services Specialist

720-504-4448 x117

Jenise has 5 years of bookkeeping experience and earned her certification in QuickBooks Online. She has a variety of experience in financial, retail, collection, customer service and transportation industries. She Joined the RMW team...

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Savannah Morphew

Investment Assistant

(573) 731-3292 x1007

Savannah joined Jones Investment Group in September of 2022 as the Investment Assistant. She looks forward to getting to know the clients and assisting them with their investment needs and making sure they are taken care of along the...

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."