Business
Ed is a veteran of the private wealth management arena, and a CERTIFIED FINANCIAL PLANNER™ professional, having served as a Senior Investment Consultant with Robert W. Baird before joining our firm. Involved with closely-held and family businesses for over 30 years, he is uniquely qualified to work with other business owners including B2B consultants, manufacturers, partners of professional services firms and healthcare professionals in private practice.
A graduate of the University of Illinois at Urbana-Champaign, his focus areas include:
- Comprehensive wealth management for business owners and their families
- Qualified and deferred comp retirement plans for closely-held businesses
- Socially-responsible, values-based and impact investing
Philosophy
Ed believes, "There's more to net worth than investments and true wealth management must consider tax efficiency, preservation of assets and the sensible use of debt. Too often portfolio construction happens outside the broader context of other assets, business risk, estate planning and wealth preservation. My partners and I develop clear, comprehensive programs for individuals and families. We are trusted strategists, central to the development of their wealth."
“Business owners are the pure athletes of the business world. Many of our clients build substantial value in their ventures without being deliberate about succession planning or considering how their wealth outside their companies should be coordinated. Many also need to implement a sound asset preservation strategy to insulate their personal wealth from their businesses. They want a plan to leave as much as possible to the next generation, and not to Uncle Sam. They want to educate their children on how to handle financial affairs. Despite their desire to take care of these matters, many business owners put them off due to their workloads. Our job is to act like personal trainers, helping to set priorities, working to develop the optimal plan and following through to ensure that our clients get these things done.”
Personal
Ed is married to Emily and has three children, Andrew, Will and Isabella. He is active in the Big Shoulders Fund, which mentors and raises scholarship funds for inner city children. He is co-producer of Music: Food for Life which helps the Northern Illinois Food Bank feed area families. Formerly, Ed was Secretary of the Village of Barrington Police Pension Fund as well as Treasurer and Endowment Chair of Samaritan Counseling Center of the Northwest Suburbs. Ed is an avid music fan, gardener and fly fisherman with additional interests in food and wine.