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 started his career in public accounting at the international accounting firms of Deloitte Touche and Price Waterhouse Coopers, specializing in executive financial planning and taxation. He subsequently developed financial planning services at Morgan Stanley and Merrill Lynch.
Ed offers his wealth of experience to help clients analyze their financial situation and develop a plan to pursue their goals. Ed is a licensed Certified Public Accountant and a Certified Financial Planner. He is also a registered principal with LPL Financial, member FINRA/SIPC.
Ed resides in Mechanicsburg with his fiancé Joyce. He has two adult children, Jennifer & Jeffrey. Ed enjoys golf and downhill skiing.