Investment
Cindy Byrd, CFP
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.
Throughout it all, we’re dedicated to providing you top-notch client service. But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise.
Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Casondra Rowley
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.
At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to.
Born and raised on a small farm in Rochelle, I grew up knowing the meaning of hard work, early mornings and late evenings. You get out of it what you put into it was not just a saying but a way of life. I graduated from Northern IL University with a bachelor's degree in accounting while working 2-3 jobs to avoid student loans. Upon graduation, I worked the next 10 years in manufacturing where I worked my way up to the management tier. These life experiences will help me better serve you and make your money work harder so you can enjoy your retirement years.
I currently live in rural Lanark with Joe and the kids, Dani 20, Adi 17, and Colton 6. We enjoy anything outdoors such as tending to our flock of chickens, fishing, kayaking, and evening walks down a quiet country road. We are involved in our church and local athletics.
I am very excited to be joining Cindy Byrd and Carrie Rowland in the Oregon, IL office.
If you are looking for long term investment options from a trustworthy, down to earth community member who is going to put your needs and goals first, call me and let's partner together to make your goals a reality.
Regular Member