Ed’s extensive background includes having started his own financial services practice, selling it, then transitioning to the corporate side of the business, where he trained more than 2,000 financial advisors in the use of proprietary financial planning software. A strategic and tactical leader, Ed built the brand’s advisory services into a core value proposition and business standard.
Ed’s career includes working with a Fortune 500 nonprofit financial services organization as director of new representative training and development. More recently, he worked at a financial brokerage services firm as vice president, providing financial planning and investment advisory solutions to help clients attain retirement and other financial goals.
A veteran of the U.S. Army, Ed attained the rank of sergeant while deployed in Germany and Virginia. From 2018 to 2021 he served as the national leader of VALOR, Choreo’s employee network group that supports veterans, active military, and their family and friends.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS