Broker Check
Elgin, Illinois  ·  Baird Private Wealth Management

We meet you where you are — literally and financially.

Hook Jones Group is a two-person advisory practice. We work with business owners, retirees, and people navigating major financial transitions. We come to you, and we build plans around your life, not a template.

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Eric Jones and Brianna Hook, Hook Jones Group
CFP® Eric Jones
CDFA® Brianna Hook
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We come to you Your home, your office, or virtually — wherever you're most comfortable
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Two advisors, no handoffs You work with Eric and Brianna directly, every time
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Tax planning built in Woven into every plan from the start, not bolted on at year-end
About Our Practice

Financial planning for the way life actually works

Most financial advice starts with a questionnaire and ends with a portfolio. The more interesting work is everything in between — the tax decisions, the business transitions, the retirement income questions, the moments when your old financial plan stops fitting your life.

We're Eric Jones, CFP®, and Brianna Hook, CDFA®. Between us we bring backgrounds in engineering, small business operations, and financial planning through some of life's harder transitions.

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The most satisfying work is the kind where you can see its effect on someone's life. That's why we're here.
Eric Jones, CFP®  ·  Hook Jones Group
Who We Work With

Plans built for your specific situation

Most of our clients are business owners, people approaching or navigating retirement, or individuals working through one of those life events that brings new financial complexity with it. If you see yourself in one of these, there's a good chance we can help.

Business Owners

Business Owners

Running a business and building personal wealth at the same time takes a different kind of plan. We understand what it means to make financial decisions when every dollar is your own.

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Retirees & Pre-Retirees

Retirees & Pre-Retirees

The decisions you make in the years around retirement have an outsized effect on everything that follows. We help you make them carefully and with confidence.

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Suddenly Single

Suddenly Single

Divorce or the loss of a spouse changes everything financially. Brianna holds the CDFA® designation specifically to help people work through this — from the first difficult conversation to a stable plan for what's next.

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What We Do

Comprehensive planning, front to back

We offer a full range of financial services with particular depth in retirement income planning and tax strategies. Every engagement starts with understanding your situation, not fitting you into a model.

Retirement Planning
When you stop working, your money has to start working differently. We build income strategies designed to last and adapt as your life does.
Most requested Learn more→
Tax Planning
Tax planning is one of the few areas where good advice shows up directly on a return. We weave it into every plan rather than treating it as a year-end afterthought.
Core differentiatorLearn more→
Estate Planning
A solid estate plan is how you ensure what you've built goes where you intend, with as little cost and friction as possible. It's not just for the wealthy.
Education Planning
College costs have outpaced almost everything else for decades. Early, deliberate planning makes a real difference in what families end up paying.
The Team

Two advisors. One practice. A familiar face at the other end of every call.

Eric Jones
Eric Jones, CFP®
Certified Financial Planner® Professional  ·  Tax Planning Focus

Eric came to financial planning after careers in engineering and a family business — backgrounds that shaped how he thinks about money: systematically, practically, and with an eye toward what's actually driving the numbers.

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Brianna Hook
Brianna Hook, CDFA®
Certified Divorce Financial Analyst®  ·  Life Transitions

Brianna found her way to financial planning through a career change that turned out to be exactly the right move. She works with people whose financial picture has been upended — by divorce, the loss of a spouse, or a sudden change in circumstances — and brings a rare combination of technical knowledge and steady presence to that work.

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How We Meet

On your terms, not ours

We have offices in Elgin and Rockford, Illinois, but we don't require clients to come to us. If geography has ever been a reason to put off a financial conversation, it doesn't have to be.

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At your home or office We come to you anywhere in the greater Chicagoland area
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Somewhere comfortable Coffee shop, your office, wherever works best for you
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Virtually, anywhere We work with clients across the country via video
Get Started

Ready to talk?

No preparation needed. A first conversation is just a conversation. Tell us where you are and what you're trying to figure out, and we'll take it from there.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.