Ed believes you should live a life of retirement by design, not by default. He recognizes the importance of preserving the assets you’ve accumulated for retirement and then reallocating those assets as you transition from your working years to your retirement years.

Ed focuses on the unique needs of retirees and transitioning baby boomers. He uses investment strategies to help avoid uncompensated investment risks and insurance products to protect one’s life savings from the potential risks of market fluctuations, create ways to help avoid fees and, when possible, maximize tax efficiency. He has also helped clients to ensure their life savings can be used to produce an income to last for the duration of retirement while still keeping up with inflation.

An Investment Adviser Representative, Ed has earned the designations of Accredited Investment Fiduciary^® (AIF^®), Chartered Retirement Planning Counselor^® (CRPC^®) and Certified Wealth Strategist^® (CWS^®). He has a Bachelor of Science in Business Administration in business law and is currently working on a Master of Science in financial planning.

Ed has been published or quoted in local and regional publications as well as on radio and TV stations, and he has appeared on ABC, Fox, NBC and Forbes. He hosts “The Retirement Trainer” radio show and podcast on iHeart Radio and major podcast channels.

In addition to operating his financial advisory practice, Ed regularly conducts informational seminars for Ohio and the surrounding area. He talks about the importance of proactive planning and the potential challenges that may arise in retirement without sound strategies in place.

Ed lives in Dublin, Ohio, with his wife and three sons. He is a volunteer coach for local youth sports teams and sits on the board of several nonprofit organizations. He’s also active with the Boys Scouts of America and, as an Eagle Scout, serves on the board of the National Eagle Scout Association.