Lorie Jones
Lorie Jones, CFP® is a dynamic financial advisor and wealth manager who specializes in empowering high-income women to take control of their financial futures—particularly those navigating significant life transitions such as divorce, widowhood, or inheritance. As Co-Founder of Fearless Financial Advisors, she combines expertise with empathy, creating a supportive and judgment-free environment where her clients can confidently tackle complex financial decisions. With a background in paraplanning, operations, and corporate retirement plan management, Lorie brings more than a decade of hands-on experience and strategic leadership in the financial services industry. She holds the CERTIFIED FINANCIAL PLANNER™ designation and multiple securities and insurance licenses in Colorado.
Beyond her financial practice, Lorie is the host of the Fearless Females Podcast, where she elevates women’s voices across industries and life paths. Her passion for mentorship, growth, and community is also evident in her volunteer work with Leadership Douglas County and 100 Women Who Care. With a Master of Business Administration from Colorado State University and a Bachelor's degree in Early American History from the University of Wyoming, Lorie blends analytical thinking with a deep respect for storytelling and human resilience. When she’s not advising or podcasting, she enjoys trail running, quilting, and exploring the outdoors with her husband David and their five grown children.
• Series 7
• Series 66
• Chartered Financial Analyst (CFA) Level 2 Candidate
• Certified Financial Planner
• University of Wyoming- B.A.Sc.
• Colorado State University- M.B.A.
• Angel Eyes
• WIPIN
What do you attribute your success to?
I attribute my success to starting from the ground up—with persistence, empathy, and a deep passion for helping others—especially women, take control of their financial futures. There’s nothing more rewarding than guiding someone from fear and uncertainty to confidence and clarity, and seeing them realize they are fully capable of building a secure and empowered life.
What advice would you give to young women entering your industry?
My advice to young women entering the financial industry is to find a mentor who empowers you and reminds you that you belong here—and always stay authentic to who you are. Don’t dim your light to fit in; the clients who matter will connect with your confidence, honesty, and individuality.
What are the biggest challenges or opportunities in your field right now?
One of the biggest challenges in the financial industry today is the overwhelming amount of misinformation—especially on platforms like TikTok—where flashy advice often replaces sound, personalized financial planning.
What values are most important to you in your work and personal life?
Kindness and authenticity are core to everything I do—both in life and in work. I’m passionate about empowering women through guidance and storytelling, which is why I started the Fearless Females podcast: to share real journeys, struggles, and successes so that the next generation knows they’re not alone and absolutely capable of thriving in the world of finance.