Ed joined the firm in 2020 through the acquisition of StratWealth and is located in the firm’s Fulton, Maryland office. He is dedicated to helping clients meet their financial goals by using a holistic and customized approach to financial planning and investment management, while ensuring a high level of service and trust. Ed also provides fiduciary and risk management assistance to companies with qualified retirement/401(k) plans. He brings over 30 years of experience in the industry, most recently serving as Head of Business Development and a Senior Advisor for StratWealth.

Previous Experience

  • Head of Business Development/Senior Advisor at StratWealth
  • Senior Advisor/Foundation Financial Advisor at Commonwealth Financial Network
  • Senior Vice President at Horan and Associates
  • District Manager at American Express Financial Advisors

Education & Credentials

  • BS, Penn State University, Economics
  • Certified Financial Planner (CFP®)
  • Certified Plan Fiduciary Advisor (CPFA®)
  • Accredited Investment Fiduciary (AIF®)
  • Series 65 License

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.