Four of Edward's nine businesses focus on serving business owners. Why, because that is who he is at his core and that is who he resonates with the most. So he has made a deliberate decision to focus on this specific group of risk takers, and freedom seekers!

Edward believes firmly in the life-long pursuit of education. He's been studying wealth and what it takes to create and keep it for over twenty years. He started his first financial planning practice in 1998 and it has grown and evolved over the past twenty-three years to now serve clients in 27 states across the country. His commitment to constantly adding to his library of life led him to the decision to earn a law degree, and that was after he already founded three of his companies. His relentless pursuit of personal growth led him to acquire a multitude of credentials, including a J.D. from Law School, as well as qualifications such as Series 7, 66, and 24, CFP, RFC, AAMS, Life Insurance License, and Health Insurance License.

Edward possesses a vast reservoir of actionable and valuable knowledge in the realms of Tax Planning and Generational Wealth Building Strategies specifically tailored for entrepreneurs. His expertise is highly sought after by the members of our esteemed Uplevel Community and anyone seeking reliable guidance in the realm of Wealth Creation. By clicking the button below, you can gain exclusive access to his invaluable insights, eliminating the need to waste time navigating the legitimacy of information found online.