A master of practicality and steward of trust, Ed is a veteran advisor and CFP® professional with 30+ years within the financial services industry. With his experience, knowledge, and professionalism, Ed aims to guide his clients through the financial journey of life into retirement. With three (now almost adult) children of his own, Ed understands the financial complexities of life—from buying your first home to saving for college and ultimately retirement. Under his leadership, Ed shepherds our organization as Chief Executive Officer.

A maestro of pragmatism, Jeff takes an empathetic approach when working with clients in guiding them through the financial challenges that they face. As a CERTIFIED FINANCIAL PLANNER™ professional, Jeff is quick to act in the best interests of his clients by leveraging his network of professionals and in order to help his clients. From identifying and hedging risk to long term wealth building, Jeff can offer a valuable ‘two cents’ on it all. Currently, Jeff serves as a Financial Representative for our organization in building the next generation of advisors.