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.
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You can use marital trusts to provide financial security for your loved ones while reducing your exposure to estate taxes. Learn how with this guide.
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If they're laid off, workers receiving equity compensation have a lot to consider. Here are some equity compensation strategies if you get laid off.
