Troy E. Jones
Troy Jones
Certified Financial Planner
Troy, a CERTIFIED FINANCIAL PLANNER™ practitioner is the President and Founder of Access Financial Resources, Inc. one of Oklahoma’s oldest and largest independent financial planning firms.
Troy served on the Board of Directors of the National Financial Planning Association and has been an active member for 25 years. He has been honored by being appointed to the National Financial Planning Association's "Ethics Committee" in 2010. The FPA is an organization that serves 29,000 members. He is also active on the National Institutional Ethics Task Force, the 2008 National Retreat Task Force and is privileged to be invited to offer regular feedback on issues of significance to the public and our profession. Troy also is the past chairman of the Oklahoma State Association of Certified Financial Planners®, the Past President of the Central Oklahoma Society of Certified Financial Planners and a former President of the Bethany Chamber of Commerce.
Troy likes working with people who are interested in having their money support a meaningful life. He works with many business owners and professionals including dentists, physicians, bankers, attorneys, accountants, and insurance agents. Individuals desiring a supportive bottoms-up financial relationship make up the balance of his clientele.
He holds a business degree from Oklahoma City University. Troy has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1986. He has served as an adjunct professor at Oklahoma City University as well as taught financial planning classes at the University of Oklahoma’s College of Family Medicine and College of Dentistry.
Troy has been attending the National Financial Planning Association Annual Educational Retreats since 1986. He has completed the Seven Stages of Money Maturity Facilitator training, attended Dale Carnegie “Human Relations” instructor training, and most recently completed “Compassionate Communication” training .
He’s been a member of the Financial Planning Association since 1985, the Nazrudin Project since 1998 and the human race since 1957.
Troy has authored “The 5 Questions Everyone Should Ask About Their Money”, “Being with Money,” and “Integral Ethics”. He has presented programs from San Diego to Boston to Sydney, Australia. He is a regular contributor to numerous local and national media sources.
Come see Troy and his office dog Lucy in Oklahoma City.