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Pilot Grove Savings Bank

Meet Our Team

Brian K Jones

20 Years of Industry Experience
bjones@pilotgroveinvestments.com
410 S. Grand Ave.
Mt. Pleasant, IA 52641
319-385-3822

FINRA Series 7, 24, 28, 66, & 79
Iowa Life, Variable Life, & Annuity License
Financial Advisor
Pilot Grove Investment Services
 
His Career within the financial industry includes work at First National Capital Markets, LWBJ Investment Services, Cybus Capital Markets, EMC Insurance Companies, and Investors Management Group.
His experience incorporates a variety of knowledge that includes equity research, portfolio management, fixed income credit analysis, investment accounting, corporate finance, private capital, and merger and acquisitions.

Education Home Town Interests
“I look forward to helping clients understand how their financial goals can be achieved through the development of a well thought financial plan that incorporates risk management, tax, retirement and estate planning as part of the process”
  • Iowa State University:
    Bachelor of Science degree in Finance and Management 
  • Iowa State University:
    Masters of Business Administration degree with a Finance emphasis
  • Winfield, Iowa
  • Spending time with family and friends
  • Being outdoors
  • Keeping busy on projects

Jordan M Sathoff

8 Years of Industry Experience
jsathoff@pilotgroveinvestments.com
1341 Pilot Grove Rd., Box 5
Pilot Grove, IA 52648
319-469-3951

FINRA Series 7, 24, & 66
Iowa Life & Health Insurance Licenses
Financial Advisor
Pilot Grove Investment Services
 
Began his career in the financial services industry with Cambridge Investment Research, a leading independent broker dealer in Fairfield, IA. 
The knowledge and experience gained from his time at Cambridge provided a solid foundation for his transition to Financial Advisor at Pilot Grove Investment Services.
 
 

Education Home Town Interests
“I look forward to using my knowledge of the markets and products to optimize risk/return objectives for my clients, and serve them with their investment and insurance needs”
  • Wartburg College:
    Bachelor of Arts degree in Business Management
  • Packwood, Iowa

  • Camping
  • Hunting & Fishing
  • Spending time on the Family Farm
  • Basketball & Volleyball Rec Leagues
 

Tracy M Parks

4 Years of Industry Experience
tparks@pilotgroveinvestments.com
1341 Pilot Grove Rd., Box 5
Pilot Grove, IA 52648
319-469-3951

FINRA Series 7 & 66
Financial Advisor
Pilot Grove Investment Services
 
Began her Career in the financial services industry as an Administrative Assistant for Pilot Grove Investment Services.  
She is experienced in working with IRA & HSA products for Pilot Grove Savings Bank. 
She started working for Pilot Grove Savings Bank right out of college as a Teller and transitioned into an Operations role.
 
 
 

Education Home Town Interests
“I look forward to working with clients on their financial needs and to see them succeed in their goals, all while building a neighborly, small town relationship”
  • University of Northern Iowa:
    Bachelor of Arts degree in
    Financial Services & Real Estate

  • West Point, Iowa

  • Cheering on the Iowa Hawkeyes & Dallas Cowboys
  • Walking her dogs
  • Spending time with Family & Friends
  • Attending Community Events
 
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a brokerdealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Pilot Grove Investment Services are not affiliated.  Insurance and investment products are not FDIC insured, are not a bank deposit, are not guaranteed by the bank or any Federal Government Agency and may go down in value.
 
Securities offered to residents of Arizona, Florida, Illinois, Indiana, Iowa, Minnesota, Missouri, South Carolina, South Dakota, Texas and Wisconsin.
  
 
*Neither Cambridge Investment Research, Inc. nor its representatives offer tax or legal advice.  Please contact your legal or tax advisor regarding your situation.
 
Check the background of Brian Jones, Jordan Sathoff, and Tracy Parks, our Investment Advisers, on FINRA's BrokerCheck.