The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you will enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact. It is a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs. Together, our mission is building long-term relationships based on trust and providing sound professional advice and superior service.

Ed began his career within the financial services industry in 2004. Since then, he has focused on goals-based planning, full balance sheet wealth management and building personal relationships with his clients. Ed and his team work directly with individuals, families, business owners and executives toward executing the custom goals they set out to achieve. He has been recognized as a 2015, 2021, 2022, 2023 Platinum Council Advisor. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Ed earned the CERTIFIED FINANCIAL PLANNER™ professional designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, he completed approved education programs, passed rigorous examinations, and met stringent experience requirements. The Certified Investment Management Analyst® (CIMA®) certification signifies that an individual has met initial and ongoing experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. To earn CIMA certification, candidates must: submit an application, pass a background check and have an acceptable regulatory history; complete an in-person or online executive education program through a Registered Education Provider; pass an online Certification Examination; Pass a second background check; and have three years of financial service experience at the time of certification. Ed completed his executive education program through Yale School of Management.

CIMA certificants must adhere to the Investments & Wealth Institute’s Code of Professional Responsibility, and Rules and Guidelines for Use of the Marks. CIMA designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain certification.

Ed and his wife Lindsey, a Certified Registered Nurse Anesthetist (CRNA) have two daughters: Elynn Marie and Austyn Michele.

Our Network of Professional Resources

Because your financial situation may at times be complex, our team, with your permission, works directly with other professionals to coordinate, design and implement specific strategies that can help you achieve your goals. In addition to consulting with attorneys and other professionals within Wells Fargo Advisors regarding technical and planning issues you may face, we work with external professionals including certified public accountants, attorneys, and insurance specialists.

Diane’s role as a Senior Registered Client Associate is to provide our clients with excellent customer service while also providing administrative support. Her responsibilities include working with clients to resolve their various service needs, opening accounts, managing client paperwork, scheduling appointments for new and existing clients, and executing certain securities trades. She anticipates and proactively resolves client issues and takes pride in providing the highest level of service to every client. Diane has over 30 years of financial services experience, including 20 years with Wells Fargo Advisors.

In her free time, Diane enjoys photography, hiking and kayak fishing with her husband Jim.

Hannah brings more than 10 years of industry experience to the team.  Hannah is responsible for executing on various administrative functions, assisting with marketing activities, timely interaction and/or written correspondence with clients, along with scheduling and preparing the team for client meetings.  Hannah has two bonus sons, Sabastian and Sawyer, with her husband Dustin, along with their daughter Remington.  She enjoys spending her time with family, being outdoors, and watching her children compete in their sporting activities.