Ed is a dream manager and is in the business of helping people pursue their dreams. Financial planning is just the vehicle used to provide that opportunity. The reality is, most dreams have a financial component. Whether someone dreams of buying a new car, retiring early, or spending more time pursuing a passion, a financial plan is necessary if the dream is to be accomplished.
Client’s dreams provide a rare insight into their philosophy about life and money, and in turn, empower Ed to manage their money more effectively to increase the possibility of attaining those dreams. There really is only one good reason to amass wealth and that is for the fulfillment of a dream or dreams.
Ed has worked as a financial professional for over 27 years, in roles from registered assistant to branch manager to president of his own firm. All these experiences have taught Ed that everyone he works with is unique and deserving of a financial plan specifically designed to meet their goals. Firmly believing that learning should never stop, Ed takes every opportunity he can to increase his knowledge to better serve his clients. He takes this belief in education and applies it to his clients as well, taking time to make sure they understand the actions and solutions that make up their plan.
Ed is a member of the Friendly Sons of St. Patrick, an Irish charitable organization, and has been in charge of the St. Patrick’s Day parade held in downtown Des Moines, is a past treasurer and president. He is a past president of the West Des Moines Breakfast Club, a past member of the Historical and Finance Committees at Des Moines Golf and Country Club. He is very active in his church and has coached little league for several years. Ed graduated from Southeast Missouri State University with a degree in Economics with an emphasis in Finance. He holds the series 63, 7, 8, 24 through LPL Financial, the 65 through VisionPoint Advisory Group LLC. as well as life and health insurance licenses. He currently lives in Des Moines with his wife and kids.