Steven Jones is the Director of Investment Strategy at CliftonLarsonAllen Wealth Advisors, where they have been instrumental in developing the firm's investment platform and portfolio management tools since 2013. With over three decades of experience spanning investment strategy, financial forecasting, and research, they have overseen $11 billion in assets under management. Steven earned an MBA from the John M. Olin School of Business at Washington University and a BSBA in Finance and Banking from the University of Missouri-Columbia. They also hold several professional designations, including Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®), and are a past President of the CFA Society of St. Louis.
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