Our Work

Our purpose is to become a lifelong partner with our clients. We recognize decisions about the future need to be made with care and a deep understanding of each individual’s unique situation.

In order to collaborate on building a personally tailored strategy, we take the time to ask questions and listen. We want to know where you are today and where you want to be in the future. We know it is vital that you have the necessary and accurate information for you to make well-informed decisions with confidence. And since life is about change, we make sure your strategy will have the flexibility to adapt when your circumstances change.

Our Clients

The clients we serve are a lot like you. They have goals they want to realize; values and legacies they want to pass along to those who are most important in their lives.

Most of our relationships begin through introductions and referrals from our existing clients, as well as our professional contacts with CPAs and attorneys.

Our Team

Senior Branch Office Administrator Cindy Schreiber has been with Edward Jones since 2012 and is focused on providing you with the highest level of service. Prior to joining our team, Cindy owned her own business. Cindy and her husband, Joe, have three children and just recently welcomed their first grandchild to the family.

On-call Branch Office Administrator, Lou Beard, has been with Edward Jones since 2004. Lou is a Caldwell County native and has worked here in Caldwell County her entire life. Lou enjoys spending her free time with her family.

In 1983, I was introduced to Edward Jones when a family member was welcomed into the firm as a financial advisor. After graduating college, I started a business and, later, a second. Seeing each business from the start through to the sale has given me invaluable experience and perspective. In 2003, I transitioned from business owner-client to financial advisor. In 2011, I successfully attained the CFP® designation.

We're ready to listen.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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