Edward is Senior Advisor with Innovative Asset Advisors Group.  In this role he serves as a trusted advisor to the firm’s high net worth clients in delivering financial planning and strategic wealth management solutions.

Edward has over 25 years of independent business experience working in finance, investments, insurance and tax planning. After working as a broker for a number of years, Ed started his tax practice, became licensed in life/health/Long Term Care insurance and qualified for the designation Certified Financial Planner. Through the years, Ed developed an interest in integrating a variety of specialties in order to provide more complete advice to his clients. Ed is a member and past President of the Fairfield County Chapter of the Financial Planners Association, and also holds memberships in the National Association of Tax Planners as well as the NY/CT Association of Tax Professionals. Ed also contributes his time and knowledge as a member of the Insurance and Pension Committee for the Town of Bethel.

Ed received his B.S. in Marketing/Accounting from Quinnipiac University as well as an MBA from American University.