Before becoming a financial advisor in 2012, Ed spent a decade in corporate accounting and finance—an experience that grounded him in the numbers before he ever started managing them for others. Today, he works with professionals and families in their peak earning years, helping them align income, savings, and investments with the life they’re building.
Ed has a unique skillset, holding the Certified Financial Planner™, Chartered Financial Consultant®, and Certified Public Accountant credentials. This powerful combination means he manages your long-term goals and investment strategies while ensuring every decision is fully integrated and tax-optimized. Clients value his ability to deliver comprehensive planning with exceptional technical accuracy and depth.
Outside the office, Ed finds balance in giving back and staying active. He’s an avid blood donor and community organizer, having coordinated local blood drives that have collected more than 100 units of blood. He also mentors the executive board of his college fraternity on financial leadership.
Ed lives in Westfield, Indiana, with his wife and two daughters. When he’s not golfing, at CrossFit, or experimenting with his next homebrew, you’ll find him cheering on the Cubs, Bears, and Bulls—loyally, if not always optimistically. If you’re looking for a steady partner to bring structure and purpose to your financial world, Ed’s the kind of advisor who makes clarity feel within reach.