Edward Jones - Financial Advisor: Zach Mollaun

06/08/2026

Many retirees look forward to traveling more in retirement — and the most enjoyable trips often start with a plan. Thinking ahead about how you want to travel, budgeting for the unexpected and prioritizing comfort can make a big difference in both cost and enjoyment.

With fewer calendar constraints and greater flexibility, travel may suddenly feel more possible in retirement.www.edwardjones.com/us-en

06/01/2026

A financial advisor who provides comprehensive financial advice and guidance looks at more than just investments. The goal isn’t a single product or account - it’s making sure all the moving parts of your financial life work together.

That often includes:
• Retirement income planning
• Investment strategy aligned with your goals
• Tax-efficient decision making
• Risk management and protection planning
• Estate and legacy considerations
• Ongoing guidance through market changes and life transitions

Rather than focusing on short-term performance, a comprehensive approach helps answer bigger questions like:

“Am I on track?”
“Can I retire when I want?”
“How do I protect what I’ve built?”

Located near the Indiana, Kentucky, and Ohio border, I work with individuals and families across all three states and beyond - so whether you’re local or in another state, I’m here to support you as a resource.

If you’ve ever wondered how all this fits together - or if you’re not sure your current strategy is addressing the full picture - I’m always happy to help.

Feel free to reach out with questions or to schedule a time to talk through your situation.

05/21/2026

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/4dBtrmG

05/18/2026

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. Ready to get started? Let’s talk.

05/11/2026

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/4flo39M

05/01/2026

A little progress update on our new office! We’re excited to see things coming together and looking forward to welcoming you in later this year!

05/01/2026

We can help you address some of the common financial needs we see among business owners, including retirement plans, protecting and growing the business, and exit planning.

Let's build a strategy to help you meet both personal and professional goals.

Here's our business owners hub

04/28/2026

Whatever your financial goals may be, my priority is to serve you with depth and care. That’s why I offer comprehensive financial planning to help organize your finances in support of your long-term goals.

Financial planning can be a great fit if you’re looking for strategies around retirement income, tax-efficient investing, or estate and wealth transfer considerations.

Learn more in the video or reach out and I’ll walk you through what to expect as a financial planning client: https://bit.ly/422tNO1

04/22/2026

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.

04/18/2026

Excited for what’s ahead! We’re moving into a new office space later this year, and I can’t wait to welcome clients into a place designed to better serve you.

🎉 We’re excited to share a major milestone for our Lawrenceburg practices and for our clients.
After 15 years of growth, it became clear that our vision, our team, and our ability to serve clients at the highest level had outgrown our two office buildings. Later this summer, we’ll be moving into a new office located on Highway 50 in Lawrenceburg, directly across from Kroger, bringing our teams together in one location.
This move allows us to unite our people, resources, and expertise while allowing for future growth.
For our clients, this means greater efficiency, expanded capabilities, and a larger, more connected team - all working together to elevate the experience we deliver every day.
We’re proud of how far we’ve come and even more excited about what’s ahead - more collaboration, more scale, and more ways to support our clients as they work toward what's most important to them.
📞 If you have questions about the move or would like to connect with our team, we’d love to hear from you. More details to come as we look forward to welcoming you into this next chapter.
📸 Photo shown is a rendering of our future office space.