My Team

Our professional team is committed to helping clients whether they are concerned for their own financial needs or for those of their family or business.  We will help you plan strategically and tactically for your financial future.

The Jones Financial Group is comprised of seasoned, licensed professionals who have dedicated their careers to thoughtfully integrated wealth management and financial planning.  Our planning approach draws on over a century of combined professional team experience and the extensive resources of the Northwestern Mutual Wealth Management Company.

Our team is your team and we focus on building long-term relationships based on candid and honest conversations, holistic planning, world-class solutions and systematic reviews and updates.

Meet Our Team

Brian Jones, CPA, PFS, CFP®, CLU®, CLTC

Wealth Management Advisor
brian.jones@nm.com
(203) 264-8881
 
Brian has been challenging clients to plan for their financial security for over 30 years. Throughout the years, he has built a team of experienced professionals to provide the best possible service to his clients and their future generations. He and his team specialize in complex financial planning including investment strategies and insurance, business, estate, and retirement planning.

Brian worked summers from age 12-16 in the family transportation business his grandparents started in 1937. At age 17, he became an entrepreneur and started his own business, Marshall Painting Company. The summer-time area painting business employed eight local college students and had gross revenues of more than $40,000, which helped Brian to pay for half his college education and graduate debt free.

Brian graduated from University of Connecticut with a B.S. in Accounting and worked as a CPA and senior tax consultant for a Big-8 international accounting firm prior to beginning his financial planning career in 1989. He has over 28 years of financial planning, investment, insurance, and wealth management experience. He holds the FINRA Series 6, 7, 26, 63 and 66, plus CT Life & Health licenses. Brian also holds the Certified Public Accountant license, Personal Financial Specialist professional certification, CERTIFIED FINANCIAL PLANNER™ professional certification, Chartered Life Underwriter designation and Certification in Long-Term Care professional designation.

Brian moved to Southbury in 1978 and has been an active community leader and volunteer with over a dozen different organizations during the past four decades.  Giving back to his community is very important to Brian. He has served for 34 years as an active volunteer fireman/engineer with the Southbury Volunteer Firemen’s Association, Inc.  and co-chair of the Southbury Celebration, a town-sponsored annual food, music and fireworks community event, for the past 19 years,  In addition, he serves and on the Board of Directors and Finance Committee of the St. Mary's Hospital Foundation, Inc. and on the Connecticut Community Foundation Finance Committee.  He has led and been Past-President and deacon of his church, Past-President and Treasurer of the Southbury Historical Society and Past-President of the CT Estate & Tax Planning Council, Inc.

Brian is a frequent speaker to business and professional groups on personal, business and estate planning topics.  

Brian is married to Karen and they have two adult children, Patrick and Emma. He enjoys traveling, reading, projects and spending time with family and friends.


Lisa Dion Lettieri, MBA, CLTC

Associate Wealth Management Advisor
lisa.lettieri@nm.com
(203) 264-8881

Lisa has nearly 30 years' financial experience. She started out on the high yield trading desk at Morgan Stanley as a trading assistant and worked her way up to institutional sales and syndicate manager. As an institutional sales trader, Lisa specialized in placing small initial public offerings and private placements with hedge funds. She later worked as an investor relations and communications officer for 13 years for gaming and energy companies before transitioning to financial services for individuals after the 2008 financial crisis. Since 2010, Lisa has served as her clients’ primary financial advisor, providing guidance on financial planning, investments, insurance, tax planning and estate planning.

Lisa earned a B.S. in Marketing from Manhattan College and MBA in Finance from Fordham University. She earned her FINRA Series 7 and 66 licenses, as well as her CT Life and Health licenses and is aggressively continuing her professional education.  Lisa is a member of the Connecticut Estate & Tax Planning Council, Inc.

Lisa is married to Angelo and enjoys church activities, skiing in Vermont, hiking and sailing on Long Island Sound. She is an active volunteer with the Financial Executives Networking Board (FENG) which helps senior financial executives transition to new careers.


Catherine Hojnicki, MBACatherine H Hojnicki

Director of Planning

Cathy earned a bachelor of arts in piano music performance from Hartwick College and an MBA in Finance from Adelphi University. Her diverse professional experince includes working in investment banking, and merger and acqusitions departments at several large investment firms based in NYC, Assistant Vice President of commercial real estate at a NE regional bank, 5 years in the probabte court system plus 3 years in the financial services industry prior to joining our planning team in 2012. 

She enjoys vacationing on Nantucket, cross-country and downhill skiing, walking her dog, Lily and playing in her church's bell choir. She is married with two adult children.


Maura Stanko

Client Relations Manager (Investment Services)
maura.stanko@nm.com
(203) 405-8197

Maura is responsible for investment client service issues, including employer sponsored retirement plans, and the facilitation of investment trading and compliance.

A life-long Southbury resident, Maura earned a B.S. in Economics from Boston College Carroll School of Management and began her career with a national investment firm and then transitioned to a local law firm. She joined our team in 2006 and has earned her FINRA Series 7 and 66.

Maura enjoys reading, playing volleyball, and is active in a local one-room schoolhouse docent program. She and her husband have four adult children.


Nancy KellyNancy V Kelly

Client Relations Manager
nancy.v.kelly@nm.com
(203) 405-8195

Nancy graduated from Pennsylvania State University with a B.S. in Finance.  Nancy started her career with GE in Corporate Finance and after taking a professional hiatus to raise her children, Nancy joined our investment team in 2004.

She enjoys reading, gardening, and spending time with family and friends in Vermont on Lake Memphremagog.  She and her husband have two adult daughters. 


Mary-Jane Erickson, CLTCMary Jane  Erickson

Client Relations Manager (Insurance Services)
maryjane.erickson@nm.com
(203) 405-8196

Mary-Jane is responsible for assisting clients with any questions or concerns related to their insurance plans.  She also guides clients through the insurance application and underwriting process.

Mary-Jane joined our team in 2002 and earned her CT Life & Health licenses to become an Associate Financial Representative.  She continued her studies and received her Certification in Long Term Care (CLTC).

She enjoys kayaking, hiking, snowshoeing and letterboxing; and serves on the Board of Directors at the Quassapaug Sailing Center. Mary-Jane is married with two adult children.

 

Brian M Jones, CPA, PFS, CFP®, CLU®, CLTC
Wealth Management Advisor


The Jones Financial Group

  • Office 203-264-8881
  • Fax 203-413-4448
  • Toll Free 866-426-5258
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck