“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
Board of Directors – Crouse Hospital
CPA, New York State (inactive)
Honorary Trustee and former Board Chair – Christian Brothers Academy
Ed lives in Skaneateles with his wife Sharon. The two of them enjoy spending time with their family. Ed also enjoys golfing and skiing in his free time.