Senior Retirement Planner
Edward cares deeply about helping clients achieve their goals and gain confidence in their finances. With straightforward, direct communication and savvy, real-world experience, he makes complex financial concepts approachable so clients can spend more time enjoying their retirement.
Edward is a Certified Financial Planner who previously served as a Wealth Advisor and Retirement Plan Consultant for a Dayton wealth management firm. Prior, he was a successful realtor who was named to the Dayton Area Board of Realtors’ Top 5 Under 40.
Edward is a graduate of Wright State University, where he earned a degree in Finance with an Investment Concentration. Outside of the office, he enjoys crewing for hot air balloon teams. He and his spouse, Kendal, have two children, Brynn and Mila. Together, their favorite pastime is the Kings Island amusement park.