Edward Jones- Financial Advisor: Niki Herring

11/12/2026

Our Angel Tree, sponsored by Faith, Hope & Love, is now available. We invite you to participate by selecting a child’s wish and helping make their Christmas dreams come true. Your generosity will bring hope, joy, and smiles to children and families in our community this holiday season.

10/30/2026

10/28/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

10/28/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

10/22/2026

Why sponsor the Energy Summit?

Because supporting local businesses means helping them succeed, and sometimes that starts with conversations business owners aren’t having often enough.

💰 Cash Management: Did you know your business cash could potentially earn interest while remaining accessible when you need it? There may be options beyond letting it sit in a traditional checking account.

👥 401(k) Plans: Did you know offering a retirement plan can help attract and retain employees, and may provide tax advantages for your business?

🔑 Exit Planning: Have you thought about what happens when you’re ready to retire, sell your business, or step away? Edward Jones can help you prepare for what comes next.

The energy industry keeps our community moving. I want to help the people behind it make informed decisions, plan ahead, and build a strong future for themselves and their businesses.

That’s why we are proud to support our local Energy Summit! 🤝

10/21/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

10/20/2026

Today's economic environment is ever-changing. Review our current rates for CDs, bonds and other investments and loans.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

10/14/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/09/2026

During Breast Cancer Awareness Month, what resonates most with me isn't the pink ribbons. It's the phone call from a client who simply wanted to share that her scans were clear. It's listening to a friend bravely tell their story and the challenges they've faced along the way.

Those moments are powerful reminders that while we celebrate survivorship, we should also prepare for the unexpected.

Questions every woman should ask herself:

• When was the last time I reviewed my beneficiaries? • Do I have enough life insurance to protect my loved ones? • If something happened to me tomorrow, would my family know where to find important financial documents and accounts? • Do I have a trusted person who knows my wishes? • Have I updated my estate and legal documents? • Could my family maintain their financial stability if I were unable to work?

For survivors, additional questions may include:
• Has my financial plan changed since my diagnosis? • Do I have adequate emergency savings for unexpected medical expenses? • How would a health event impact my retirement goals? • Are my loved ones protected if my circumstances change?

Awareness is important. Preparation is an act of love.

10/07/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.