Associate Financial Advisor: Keaton Vest

06/16/2026

Your life is bigger than just a number. Let’s build a plan that supports the life you want to live — across health, family, purpose, and finances. Connect with me if you’d like to learn more.

06/05/2026

Talking to your family about money can be hard, but learning how to have productive conversations can actually help your finances.

Learn about topics, strategies, and best practices for having family conversations about money. From Edward Jones and EVERFI

06/02/2026

El verano está aquí, y es posible que tu familia gaste más dinero en actividades, vacaciones y más. Planifica con anticipación tus gastos familiares para que puedas maximizar la diversión.

Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/3QhpjRh

Summer is here and you might find your family spending more money on activities, vacations and more. Plan ahead on your family expenses so you can maximize the fun.

Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4xausLQ

Learn more about how you can create budgeting solutions for you and your family. From Edward Jones and EVERFI

05/29/2026

¡Es el mes de los planes 529: invirtamos en conocimiento! Comienza con nuestra lección para comprender el poder de los planes 529 y estrategias para allanar el camino para el éxito educativo de tus seres queridos.

Limitación de responsabilidades: Si bien hay algunos materiales introductorios y educativos en español, Edward Jones tiene obligación de usar el inglés en sus relaciones y comunicaciones con los clientes. Para obtener más información, entre en: https://bit.ly/4fOXf23

It's 529 Month, let’s invest in knowledge! Get started with our lesson to understand the power of 529 plans and strategies to help pave the way for your loved ones' educational success.

Disclosure: Edward Jones is required to use English in its client relationships and communications. For more information, visit: https://bit.ly/4vlz2VK

Learn about the process, benefits, risks, and tax implications of using a 529 plan to save for college. From Edward Jones and EVERFI

05/27/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

05/18/2026

"I feel like I'm too late to the game."

"I don't know if saving money now is going to make any difference."

"I'm scared because I've spent my whole life with bad spending habits"

These are just a few of the questions we hear regularly in our industry. So many people procrastinate saving, investing, and preparing for retirement until they just think it's too late.

My wife always tells me my office needs some decorating. I don't have much- call me minimalistic. I guess she finally decided to take matters into her own hands, because I now have this sign she made. At the time she made it, she just though the quote sounded nice. However, it's been a go-to anytime a client asks me one of those questions.

Let us help you change your ending- starting now. Its never too late. Give us a call, schedule a time to sit down with us, and we'll work with you to create the best ending possible.

05/12/2026

We believe in taking a team approach. This often gives us the opportunity to collaborate with tax, legal or other professionals working with our clients so we can better help them reach their goals. Find out more about how we can work together.

https://bit.ly/4trgimb

05/06/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

05/01/2026

An owner-only defined benefit plan can help you secure a predictable retirement income. Let's evaluate whether this plan fits your goals.

Saving for retirement is paramount when you work for yourself.

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04/20/2026

Albert Einstein once dubbed compounding the 8th wonder of the world. “He who understands it, earns it...he who doesn’t, pays it.” Here’s a simple example that shows why time is, literally, money.

How long you're invested matters much more than how much you've invested.