Ed has over 25 years of independent business experience working in finance, investments, insurance and tax planning. Ed received his B.S. in Marketing/Accounting from Quinnipiac University in 1966 as well as an MBA from American University in 1968. After working as a broker for a number of years, Ed started his tax practice in 1985, became licensed in life/health/Long Term Care insurance in 1987 and qualified for the designation Certified Financial Planner in 1990. Through the years, Ed developed an interest in integrating a variety of specialties in order to provide more complete advice to his clients. This eventually led to the founding of Financial Strategies in 2001. Ed is a member and past President of the Fairfield County Chapter of the Financial Planners Association, and also holds memberships in the National Association of Tax Planners as well as the NY/CT Association of Tax Professionals. Ed also contributes his time and knowledge as a 17 year member of the Insurance and Pension Committee for the Town of Bethel.
Ed is a resident of Bethel, CT along with his wife Helen and two (very large) cats. Ed is proud of his daughters, Joy, a playwright living in New York City and Felicia, a RN and Editor of LA Yoga & Ayurveda Magazine living in Los Angeles, CA. He also enjoys singing in the church choir when time allows.