“After years in Public Accounting and Corporate Finance, followed by being a business owner, my interests turned towards helping individuals and families address many of the same issues I experienced, developing and implementing the best long term investment strategy, formulating estate planning and business succession plans to meet personal objectives, and to incorporate these and other matters into a complete, integrated personal financial plan.”
“I absolutely enjoy sharing the satisfaction with clients that comes from completing and implementing a personal financial plan that allows them to feel great about achieving their future life goals.”
B.S. Accounting & Law, Clarkson University
M.B.A. Syracuse University
CPA, New York State (inactive)
Honorary Trustee and former Board Chair – Christian Brothers Academy
Ed lives in Skaneateles with his wife Sharon. They enjoy spending time with their married children and their families. Ed enjoys golfing, biking and skiing.
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