Founder, Senior Partner
Ed founded the firm in 1994 and has over 30 years of experience in the financial services industry. He obtained his Bachelor of Business from the College of William and Mary and his Masters in Taxation from Georgetown University. Ed...
Melissa is a partner of the firm and co-manages our clients’ investments. She brings over 15 years of industry experience and maintains the following professional credentials: Accredited Investment Fiduciary designations, FINRA...