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.
J.T. Herbert, MBA
Portfolio Consultant & Wealth Advisor
William Lockwood, CFP®
Chief Investment Officer for Jones Investment Group
Shelly Shipp, FPQP®
Operations Manager
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...
Jenise Lowrance
Client Services Specialist
jlowrance@rmwadvisorygroup.com
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...
Savannah Morphew
Investment Assistant
smorphew@jonesinvestmentgroup.com
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...