Ed is the founder of the firm, established in 1994, and brings more than 45 years of experience in the financial services industry. He holds a Bachelor of Business degree from the College of William & Mary and a Master’s degree in Taxation from Georgetown University.
He began his career in public accounting with Deloitte and PricewaterhouseCoopers, where he specialized in executive financial planning and taxation. He later broadened his expertise by developing comprehensive financial planning services at Morgan Stanley and Merrill Lynch.
Leveraging his extensive experience, Ed partners with clients to assess their financial situations and develop customized strategies designed to help them pursue their long-term objectives. He is a Certified Public Accountant (CPA) and a Certified Financial Planner™ (CFP®), and serves as a registered principal with LPL Financial.
Ed resides in Mechanicsburg with his fiancée, Joyce, and their faithful companion, Molly. He has two adult children, Jennifer and Jeffrey. In his free time, he enjoys traveling and is an avid golfer, continually working to improve his game.