Since 2007, Jones Gregg Financial, LLC. has built our practice in servicing the needs of first generation business owners and entrepreneurs. Our clients are driven to build a financial plan for themselves, their families, and their business. We recognize that for many business owners, their business is their greatest financial asset. Their business provides the opportunity for the owner to support their families, their business teams, and to build their nest egg for the future. Yet, for many, their focus is absorbed by the daily drive to build their business and to have quality time with their families. We recognize this in business owners and strive to broaden their view to include moving themselves to what we call “The Position of Choice.”
“The Position of Choice” is when our client partners have achieved their financial goals so they can choose if they want to continue forward or take another direction. Through the establishment of goals, construction and implementation of their plan, and the ongoing evaluation and adjustment of their plan, we assist our clients partners in the recognition and achievement of what financial success means to them and their families.
Andrew E. N. Jones, CFP®
Andrew Jones is a Certified Financial Planner. He is an independent investment advisor of the registered investment advisory firm Jones Gregg Financial, LLC. He is licensed in the states of North and South Carolina in life insurance, disability insurance, long term care insurance and health insurance. Andy is the managing member of Jones Gregg Financial, LLC.
Andy was a business owner before he became a financial planner. He founded Butler Travel Service, Inc. in Charlotte, North Carolina in 1992. Like many entrepreneurs, Andy started his business with a vision for service but was poorly financed. Nevertheless, through hard work and perseverance, Butler Travel was recognized by “The Business Journal” of Charlotte in 1996, 1997, and 1998 as part of their “Fast 50” list recognizing business growth. He guided his business through multiple stages of growth to be recognized in the top 5% of the industry before the sale of the company in 2001.
Having sat in the chair of a business owner, Andy understands the challenges and the decisions that a business owner faces each day. He uses that experience as he assists the business owner with these issues that only a business owner can know.
Andy currently participates in the Charlotte Chapter of The Entrepreneur’s Organization. He has served on the boards of the American Cancer Society of Charlotte, The Children’s Theatre, The Charlotte South Rotary Club and the Southpark Area Council. He has participated in the Charlotte Arts and Science Council’s Cultural Leadership Training Program and Leadership Charlotte. Charlotte has been Andy’s home since graduating from The University of Virginia in 1988.
Andy has two wonderful children. Andy enjoys golf, travel, and spending time with his family. He is an avid Carolinas Panther fan.
After a fight with malignant melanoma, Andy’s perspective on life changed as he recognized that life is a blessing to be cherished. He understands that your trajectory in life could change in an instant.
Koby Miller is the Office Manager for Jones Gregg Financial, LLC. Her responsibilities include scheduling, client services, billing, and office management. Prior to joining our team, Koby worked as a Merchandise Office Administrator for 15 years with a local fashion retail company and worked over 12 years as a Sales Assistant with a manufacturing rep company in the DIY home improvement/hardware industry. She relocated to Charlotte in 1990 to be closer to family. She graduated from Millersville University of Pennsylvania with an Economics degree, is licensed for life insurance in North Carolina and is a Public Notary for Mecklenburg County, NC.
In her downtime, Koby enjoys getting away to the mountains and spending time with family/friends. She is a busy, single parent striving to keep up with her daughter who is an honor student, musician and actively involved teenager. She and her daughter enjoy volunteering together with local organizations as well as other ministries along with their church. Koby learned many skills while working in the home improvement industry and enjoys using those skills in her volunteer roles as well as doing small renovation projects with others.