As an Edward Jones financial advisor, I must invest my time to understand what you’re working toward before you invest your money.

You may have multiple goals, such as to retire early, generate an income stream, reduce taxes and educate your children, or maybe you're just trying to protect the financial future of the ones you cherish. We will partner together with an established process and design your personalized strategy to help you reach each your financial goals. We also monitor your progress to help make sure you stay on track and determine when any adjustments need to be made.

I meet with clients in person, via phone, Zoom or WebEx, whichever is best for you, and we offer many digital solutions for efficiency. My clients often come to me during times of transition such as changing jobs, retirement, receiving inheritance or with a business liquidity event. I often work in collaboration with clients' CPAs and attorneys.

My journey of serving clients started here at Edward Jones in 2003. After I spent two years at a financial planning firm in Oak Brook, IL, I returned to Edward Jones as a financial advisor in 2015. I married Lonnie (thankfully, a very handy electrician) in 2011, and we enjoy our affectionate Yorkshire Terriers, Madison and Riley, who love to play and eat. I am so blessed that my three young adult sons are working and going to college.

Mindy and I are dedicated to providing an ideal client-driven experience. Our focus is to have clients feel understood, informed of market conditions, empowered and in control, and to help them simplify their often-complex financial lives.

Additionally, our home office provides research and technical support, so we can help ensure you receive the most current and comprehensive guidance. Working together, we will help you develop a complete, tailored strategy to help you achieve your financial goals.

We look forward to hearing from you!

Cindy Cooper