Accountant, Registered Representative
Ed is our Senior Accountant and Financial Advisor. He started the business in 1996 and had 15 years of Corporate Accounting before starting the business. Ed graduated from Niagara University with a B.B.A. in Accounting. Outside of the office, Ed is an Ordained Deacon in the Diocese of Syracuse.
He has an Investment Registration (Registered Representative) in New York and North Carolina. He also has his Investment Advisory License.
Ed's most significant professional success was beginning, sustaining, and growing an accounting, tax, and financial services firm. In our group, Ed manages tax, accounting, and consulting disciplines. He assists clients with tax, tax resolution, and comprehensive business analysis and consultation. Ed enjoys helping his clients understand complex financial matters. He genuinely cares about his clients and will do anything he can to help them out.
Ed is from Solvay, NY, where he and his wife, Shelly, live. Ed and Shelly have four sons, four daughters-in-law, three grandsons, a granddaughter, and two adorable golden retrievers.