Ed began his career more than 35 years ago and cultivated a wealth of expertise in the financial industry. His professional journey includes serving in notable roles for some of the industry’s leading firms. Today, Ed is a Managing Director – Investments and a CERTIFIED FINANCIAL PLANNER® professional, the recognized standard of excellence for investment planning. Ed has been a trusted guide for his clients with vast knowledge in investment strategies, wealth management, and retirement planning. Ed has established lasting relationships by blending his expertise with a genuine commitment to his clients’ financial journeys. By incorporating a deep understanding of his clients’ needs and aspirations, he delivers customized and comprehensive solutions to individuals, families, business owners, and corporate executives.

Ed received his BA from Muhlenberg College and an MBA from Fairleigh Dickinson University. He resides in Cape May, NJ, with his wife and their beloved dog, Holly. He takes pride in his role as a devoted family man with two accomplished adult sons. Ed and his family enjoy the Jersey Shore together. A proud owner of a 1951 Chris Craft Holiday, he finds joy in the maritime world by entering in boat shows up and down the East Coast. Ed continuously and actively contributes to his community by serving as an Officer of the Mid-Atlantic Chapter. Furthermore, Ed is an executive officer of the Antique and Classic Boat Society International. He is also a life member of the United States Power Squadrons. Ed embodies a blend of financial expertise, family values, and community engagement.
CA Insurance License Number: 4128268. Resident State: NJ

As the son of a financial advisor, Jeff has always had an interest in the financial industry. Since joining Wells Fargo Advisors in 2011, he has enjoyed helping clients achieve their investment goals and objectives. He focuses on utilizing Wells Fargo Advisors’ planning process to encompass all aspects of clients’ financial lives, including income sources, cash flow needs, current and future liabilities, and any special circumstances that may influence their ability to reach their goals. Whether they are planning for retirement, saving for their children’s or grandchildren’s education, or looking to preserve their wealth, Jeff works toward helping clients make informed decisions on their investment strategies.

Jeff holds a BA in Business with a concentration in Finance and a minor in Computer Science from Lycoming College. Outside the office, Jeff is guided by a strong sense of community, responsibility, and family values. Jeff is an Eagle Scout and completed his Eagle Scout project at Father John’s Animal House in Lafayette, NJ. Jeff and his wife, Lynette, love to take their miniature dachshund, Schnitzel, on hikes and road trips to national parks. In his spare time, Jeff enjoys gardening, working on projects around the house, playing golf, hiking, traveling, and rooting for the New York Jets.
CA Insurance License Number: 4128385. Resident State: NJ