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Caroline L

Series 66

Mount Pleasant, MI

Edward Jones

Caroline Lake is a financial advisor at Edward Jones with over 11 years of experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she designs and manufactures laser-cut and engraved home décor, jewelry, and collectible display shelving through her business, Drinking Sunlight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jena C

CFP®, Series 66

Mount Pleasant, MI

Edward Jones

Jena Eisenberger is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Mount Pleasant, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlay services.

Divorce financial planning Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
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