I started my career in the financial industry 17 years ago. I quickly became fascinated with helping clients achieve their financial dreams. Working with Edward Jones, I can help my clients save, organize, consolidate and transfer their wealth.
Providing wealth strategies involves more than just investment guidance. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns. Together, we can work to achieve your financial goals.
My husband, Chris, and I reside in Lincoln with our three boys: Caden, Cylus and Caleb. We are involved with Bridgeway Christian Church in Roseville and spend time volunteering in our community. As a family, we enjoy staying very active outdoors, are avid Jeep enthusiasts and enjoy riding dirt bikes.
I believe in a holistic approach that begins by understanding and clarifying your expectations and goals before investing any money. I am lucky to genuinely adore the clients I work with and work relentlessly to help them achieve their financial goals. Our clients are everything to us, and we never forget that.
Focus areas
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
- Volunteering
- Spending Time with Family
- ATVs
- Camping
Office Information
Phone Number
Shayla R Cloutier at (916) 408-4722- Cindy Conahan
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Connect on Social
- Cindy Conahan
- Branch Office Administrator
Branch Team
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