Ed’s professional journey has been profoundly shaped by the exemplary careers of his parents. Growing up with a father dedicated to meticulous accounting and client relationship-building, coupled with a mother who found joy in helping and coaching others, it is evident that the foundation for Ed’s career in financial planning and wealth management was laid early on.
A graduate of Colby College, Ed holds a degree in Government with a double minor in Business and Psychology. Post-graduation, he immersed himself in the financial industry, gaining valuable experience at custodian banks where he oversaw accounting and operations for mutual funds and hedge funds. Seeking a more client-centric role, Ed joined Heritage in 2007.
As the Chief Planning Officer at Heritage Financial, Ed directs his focus towards assembling and leading a high-performing financial planning team. His commitment lies in providing clients with well-informed and strategic financial advice. Collaborating with the Heritage management team, Ed actively contributes to the strategic planning of services, leveraging the best tools and technologies to streamline financial planning processes and elevate client experiences.
Ed’s dedication to continuous learning led him to pursue a master’s degree in Personal Financial Planning from the College for Financial Planning. Additionally, he has earned several industry designations, including CFP®, ChFC®, CMFS, CLTC®, CRPC®, and AWMA®.
With an insatiable thirst for knowledge, Ed regularly immerses himself in reading and researching changes to tax laws and other financial planning concepts. This commitment ensures that he and the firm remain abreast of the latest industry news, knowledge, and best practices. Ed also volunteers for the CFP Board, where he contributes to writing and editing CFP exam questions. His expertise has been featured in prominent publications such as CNBC, MarketWatch, Investment News, Financial Planning magazine, and SmartAsset.
Residing in Westwood, Massachusetts, Ed shares his life with his wife Sara, son Teddy, a miniature pinscher, and an impressive collection of stamps, coins, and old stock and bond certificates.