Edward Jones - Financial Advisor: Kelly Lare

06/04/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

06/04/2026

Home decisions tend to come with big numbers. Down payments. Renovations. Unexpected repairs.

When your everyday spending and long-term goals are viewable in one place, it’s easier to see what’s possible, what needs time, and how a home purchase or repair fits into your broader financial picture.

Edward Jones®️ Everyday Solutions Checking powered by U.S. Bank®️

Learn more: https://bit.ly/4g6z4fw

05/31/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

05/30/2026

There is an old adage that says, "sell in May and go away." But should investors take that approach this year? Principal, Head of Investment Strategy Mona Mahajan discusses market strategy and what to consider before trying to time the markets.

Watch the full episode: https://bit.ly/434u5Vg

05/30/2026

Market trends come and go, but investing in your family always yields the highest returns.

In my line of work, I help people plan for the future. But days like today remind me exactly why we plan. True wealth isn't just what you accumulate, it’s the time you get to spend with the people who matter most.

Safe to say, the return on investment for family time is always 100%.

05/29/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

05/29/2026

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

05/27/2026

For business owners, succession and exit planning isn’t a one time event—it’s a process. The earlier the conversation starts, the more options you often have.

If protecting both your legacy and your life beyond the business matters to you, feel free to reach out so we can get the conversation started.

Learn more here: https://bit.ly/4dPorva

05/26/2026

Financial fulfillment begins with understanding your full picture. When your everyday money and long‑term goals are viewed side by side, it can bring greater clarity. That perspective can make it easier to decide what comes next — on your own terms.

All your finances viewed in one place with Edward Jones®️ Everyday Solutions Checking and Credit Cards powered by U.S. Bank®️.

Learn more: https://bit.ly/4fJlnmA

05/23/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore your options.