About Julie Kieckbusch Jones
Proudly serving the Greater Missoula area - Bitterroot, Blackfoot, Flathead, and Clark Fork Valleys.
I work with:
• Individuals and families preparing for retirement and seeking local, personalized guidance
• People navigating major life transitions
• Clients who want to integrate faith and finances
• Generous givers supporting churches and nonprofits
If you’re looking for a financial advisor who combines professional expertise with a values‑driven approach, I’d love to connect and help you build a financial strategy that supports your goals and your future.
My Areas of Focus
As a Thrivent financial advisor, I provide values‑based financial guidance for individuals and families who want to make wise decisions, care for their loved ones, and use their resources with purpose. With advanced training in retirement income planning, long‑term care strategies, and behavioral finance, I help clients build financial confidence at every stage of life.
• Retirement Planning
Build a sustainable income strategy for every stage of retirement.
• Long‑Term Care Planning
Prepare for the unexpected with thoughtful, proactive protection strategies.
• Tax‑Efficient Strategies
Explore ways to give, invest, and plan with tax‑smart approaches.
• Estate and Legacy Planning
Support the people and causes you care about most.
• Values‑Based Financial Planning
Align your financial decisions with your Christian principles.
Education & Accomplishments
- Finra Series 7 General Securities Representative
- Finra Series 65 Uniform Investment Advisor
- Finra Series 63 Uniform Securities Agent State Law
- Life & Health Insurance Licenses
- BS in Business Finance, University of Montana
- Chartered Financial Consultant (ChFC)
- Retirement Income Certified Professional (RICP)
- Behavioral Financial Advisor (BFA)
- Certified Long-Term Care (CLTC)
Meet My Team
Five Valleys Financial Advisors
- Title
Team Practice
- Website
- https://connect.thrivent.com/five-valleys-financial-advisors