Our Team

C. Kevin Jones, ChFC®, RICP®, CLU®, AIF®, MSFS

703.534.4008

703.534.4022

Kevin has more than 35 years of financial service experience. He is a Chartered Financial
Consultant® (ChFC®), Retirement Income Certified Professional® (RICP®), Chartered Life
Underwriter® (CLU®) and Accredited Investment Fiduciary® (AIF®).

Eric J. Mueller

Head of Financial & Retirement Planning; trade execution

703-534-4005

703-534-4022

Eric@JonesMead.com

Eric joined Jones, Mead & Associates in 2016, having more than a decade of experience in investment operations. He is a graduate of the University of Pittsburgh and currently holds active Series 7-General Securities Representative,...

Archie Garner, CFP®

(704) 733-3593

Archie.Garner@lplfinancial.com

In his role as a Financial Planner at LPL Financial, Archie supports Jones, Mead & Associates where he assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Archie...

Laura Liner

Client Services Associate

703.534.4007

703.534.4022

laura@jonesmead.com

Laura is a versatile and detail-oriented professional with a strong background in operations, process improvement, and project management. She brings expertise in budgeting, workflow optimization, and relationship building, and has...

Sara Machado

Client Service - LPL related operations

833.804.0762

703.534.4022

sara@jonesmead.com

Sara Machado is part of LPL Admin Solutions and supports multiple advisors. With over six years of experience in financial services, including a strong background in both account and investment banking, Sara brings a keen eye for detail...

Robert L. Mead, CLU

703-237-5101

703-237-5104

Rob@JonesMead.com

Rob has over 30 years of experience in the employee benefits field and holds a BA in Math and Economics from Bowdoin College. Rob is a member of the National Association of Health Insurance Underwriters and the Society of Financial...

Sherfy Jones, CLU, ChFC, JD

Sherfy passed away in May of 2022, and will be greatly missed. He had more than 50 years of financial services experience. He was a past president of the Greater Washington Chapter of the Society of Financial Service Professionals and...