Ed works closely with individuals and their families to develop customized financial plans that are aligned with their personal goals and objectives. He collaborates with the firm’s Investment Strategy Group to align clients’ portfolios with their financial plans and appropriate risk levels. Because of his many years of experience as a bank trust officer, Ed has significant knowledge regarding the complexities of trust, estate, and fiduciary matters and serves as a resource to both our clients and the firm.
For Ed, a client’s confidence in him is both rewarding and humbling. That confidence creates advisory-client collaborations that result in successful financial plans that evolves as needed over time.