Ed got his first experience in financial planning when he was elected treasurer of the student government association at Colby College. He was responsible for an annual budget of $300,000 and had to make decisions that affected over 60 different groups – a responsibility he took very seriously and thoroughly enjoyed.
After college, Ed worked at custodian banks where he supervised accounting and operations for mutual funds and hedge funds. He learned a lot and earned quick promotions in the five years he was there. His hunt for a more client facing role brought him to Heritage in 2007.
For the first few years Ed worked closely with Heritage Financial’s Founder, Chuck Bean, honing his client service skills and earning his ChFC® and CFP® certifications. In 2015, Ed was promoted to Director of Financial Planning, which was a new role created to help shape best practices in financial planning for the firm and consult on unusual or highly complicated client cases. As the firm and our client’s needs grew, so did the financial planning team.
Today, as Chief Planning Officer, Ed works with the Heritage management team to strategize on the planning services we offer our clients, the best tools and methods to implement those offerings, works with other departments to efficiently deliver our wealth management services, and keeps the firms employees apprised of changes to tax laws and other financial planning related concepts.
Ed lives in Westwood, Massachusetts with his wife Sara, son Teddy, miniature pinscher, and an impressive collection of stamps, antiques, and old stock and bond certificates.