Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Business Succession Planning, Risk Management Strategies, College Funding Strategies
Languages: English, French
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Edward attended Old Dominion University and the American College. He is a member of the Society of Financial Service Professionals (SFSP), National and Hampton Roads Estate Planning Councils, Certified Long-Term Care and the Tidewater Builders Association. He holds the designation of ChFC, CLTC, and AEP.
Ed’s involvement in community service includes The Noblemen of Virginia Beach (children’s charity) the Equip-Kids Therapeutic Handicap Riding Program and the Sons of the American Revolution.
In his free time, Ed and his wife Sharon, a Virginia Beach school teacher, enjoys cycling, running, golf, ballroom dancing and are collectors of antique jukeboxes and records.
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