
About
Ed has been providing financial services to clients in the Rochester area since 2016, and joined Wealth Enhancement in 2022. Ed is a CFP® practitioner, CPWA® designee, and CFA Level III candidate. He is also a member of the Rochester Financial Planning Association and Estate Planning Council of Rochester. In addition to portfolio management responsibilities, he helps clients to develop and execute on financial plans aligned with their goals and values. Ed lives in Rochester with his wife, Taylor, and daughter Ada. In his spare time, he enjoys a variety of activities including golf, traveling, hunting, and working out.
Articles by topic
News Room
News Room
Blog
The SECURE Act made inherited IRAs much more complex than they used to be. Discover how your inheritance might be affected by these changes and what you can do to plan for it.