Edward Jones - Financial Advisor: Joni Preston

Edward Jones - Financial Advisor: Joni Preston /*********/
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Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meanin...
06/03/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

Come join us for this month's Coffee Club, this Thursday, June 4th, at 9:00 am Eastern. Each coffee club, we take an hou...
06/02/2026

Come join us for this month's Coffee Club, this Thursday, June 4th, at 9:00 am Eastern. Each coffee club, we take an hour to socialize and discuss the current market and related topics over steamy cups of coffee with our friends ☕

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/49AwmLv

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children...
05/29/2026

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/432TfDC

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. W...
05/28/2026

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

🍔 Alright folks… we need your help. 🍔We are always on the look out to add some fun to our work day so since it is Nation...
05/27/2026

🍔 Alright folks… we need your help. 🍔

We are always on the look out to add some fun to our work day so since it is National Burger day tomorrow, Joni and I are on a mission to find the best hamburger in town 🍽️👇
Drop your favorite local spot in the comments!
And here’s the deal…
If this post gets 50 likes 👍, Joni is officially on the hook to take Cecily out for a hamburger lunch tomorrow. (We’ll call it team bonding 😉)
Let’s hear it—who has the best burger?! 🍔💙

🛑✋⏱️STOP & LOOK! ⏱️✋🛑 The 1st ever issue of our brand new branch newsletter is being rolled out today! Check your emails...
05/26/2026

🛑✋⏱️STOP & LOOK! ⏱️✋🛑
The 1st ever issue of our brand new branch newsletter is being rolled out today! Check your emails for a sneak peak of what's to come with the new Mason building as well as some freebies and great insights just in time for 529 Day!

These Newsletters will be issued every Trimester so stay tuned end of summer/early fall for the next one! Please let us know what you would like to see next!

If you did not receive a copy of the newsletter, give our office a call and we can go over your email preference settings!

Celebrating 4 years cancer free today 💛In so many ways, it feels like yesterday… and in others, it feels like a lifetime...
05/25/2026

Celebrating 4 years cancer free today 💛

In so many ways, it feels like yesterday… and in others, it feels like a lifetime ago. This journey has changed me in more ways than I can put into words and has reminded me to never take a single day for granted.

I’m incredibly thankful for every message, prayer, encouragement, check-in, and each person who has walked alongside me through the highs and lows. Your support has meant more than you know.

Today I’m celebrating health, resilience, gratitude, and the gift of moving forward. Thank you for being part of this journey with me — here’s to embracing every moment and all that’s ahead. ✨

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

In observance of Memorial Day, our office will be closed this Friday, May 22nd through Monday, May 25th. We will reopen ...
05/21/2026

In observance of Memorial Day, our office will be closed this Friday, May 22nd through Monday, May 25th. We will reopen for normal business hours Tuesday, May 26th. As always our voicemail and messaging services from our clients will be monitored while we are out of the office.

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12900 S US Highway 27 Ste 4
Dewitt, MI
48820

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Tuesday 8:30am - 5pm
Wednesday 9am - 5pm
Thursday 8:30am - 5pm
Friday 9am - 4pm

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