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Richard K. Jones CFP®, MBA | Senior Partner
"Having spent over three decades in this business, I have a pretty good sense of what it takes to manage successful client relationships. One thing is certain: I couldn’t do it by myself. My associates at Keeler Thomas continue to learn and enhance their skills striving to provide the best solutions and most favorable client experiences possible. All are committed to this endeavor in which we strive to translate into happy clients."
As a Co-founder and Senior Partner for Keeler Thomas, Inc., Mr. Jones brings over 39 years of experience in financial, estate, and tax planning expertise. Since 1979, he has been serving Keeler Thomas clients throughout the intermountain west and across the country.
Richard is a noted speaker and workshop presenter, having presented financial topics in front of multiple audiences and thousands of participants in the last decade alone. Besides his experience in advising clients and their families, Richard also specializes in the research and recommendations of select categories of investment choices within the firm. He currently serves as a member of the Investment Advisory Committee.
Richard earned a Bachelor’s degree from the University of Utah and a Masters of Business Administration (MBA) from Arizona State University. He is a Certified Financial Planner (one of the first to receive the designation in Utah), and holds Series 7, 63, and 65 securities registrations. He currently serves on the Utah State University Gift Planning Advisory Board.