Edward Jones: Carson Lake

08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/3TZyirZ

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

07/31/2026

After more than a year of studying, preparation, and perseverance, I'm proud to share that I passed the CFP® Certification Exam on my first attempt.

This milestone means a great deal to me, both personally and professionally. While I'll be able to officially use the CFP® marks once the remaining administrative requirements are completed, the principles that guide my work won't change. I remain committed to delivering comprehensive financial planning and always putting my clients' best interests first.

Thank you to everyone who supported me throughout this journey. I'm excited for what's ahead and grateful for the trust my clients place in me every day.

07/04/2026

250 years ago today, the Declaration of Independence was signed; a bold step that shaped the country we know today.

Grateful for the history, the sacrifice, and the opportunity to celebrate it.

Happy 4th of July! 🇺🇸

05/26/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

04/20/2026

My proudest award isn’t about volume, it’s about advocacy.

Being recognized with the Human Megaphone award means I’m willing to speak up, ask questions, and dig deeper. I regularly attend conferences and group meetings to learn about the tools and solutions available, but that knowledge only matters when it can be effectively applied.

Open mouths get fed. Closed mouths don’t get answers.
If I don’t ask, things don’t get clarified. If I don’t speak up, opportunities to better serve my clients can get missed.

I’m honored to be inquisitive on behalf of my clients, so I can understand every option and approach things in the most holistic way possible; always with their best interests first.

Grateful for the recognition, and even more grateful for the clients who trust me to be their voice.

04/13/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

04/07/2026

As I reflect on 2025, I can’t help but be incredibly thankful.

None of the accomplishments from this year would have been possible without God’s guidance and grace, the constant love and support of my wife Sarah, and the dedication of my senior Branch Office Assistant Keatin.

I’m also deeply grateful for my clients! Thank you for trusting me, partnering with me, and allowing me to be part of such important seasons of your lives. I will do everything I can to continuously earn your trust! It’s truly a blessing to do work I’m passionate about while getting to build meaningful relationships with such amazing people along the way.

Feeling humbled, thankful, and excited for what’s ahead. All glory to God.