Edward resides in Medford, NJ with his wife, Melissa, and their daughter, Alexandra. Edward graduated from Virginia Tech in 1986 with a BS in computer science and mathematics. He obtained his MBA in Healthcare Administration from St. Joseph’s University in 1995. Before developing his financial service practice, Edward worked in the pharmaceutical industry as a Director in R&D. He is licensed for securities and investment advisory services (series 7, 63 and 66) and licensed for life and health insurance.
Edward thoroughly enjoys engaging with clients to understand their financial objectives and pain points. He then develops multiple customized strategies and works closely with each client to make informed decisions and implement those strategies that meet their needs.
Edward provides clients with instant and up-to-date access to their financial accounts and documents through secure personalized websites. Edward utilizes eMoney Advisor© (emoneyadvisor.com) wealth management platform to provide comprehensive financial planning and personalized financial websites. He also provides targeted plans to address specific areas of need: retirement planning, education planning, investment accumulation and management, risk analysis, insurance planning, and tax and estate analysis.
Edward has also lectured in Financial Planning for the University of Pennsylvania, School of Dental Medicine and is a member of NAIFA.