CFP®
Financial Advisor
“At the end of the day, it's not about what you have or even what you've accomplished. It's about what you've done with those accomplishments. It’s about who you've lifted up, who you've made better. It’s about what you've given back.” – Denzel Washington
Edward is a financial advisor in Savant’s Lincolnshire, IL office.
Edward has extensive experience with financial, tax, retirement, and estate planning, primarily working with individuals, multigenerational families, and C-suite executives. He uses a values-based approach, helping to align his clients’ financial strategies with their personal values and goals.
As a CERTIFIED FINANCIAL PLANNER® professional, Edward is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Edward has been involved in the financial services industry since 2019. Prior to joining Savant, he was a client specialist for an international broker-dealer firm.
Edward is a dedicated mentor and tutor and an active member of Lincoln Park Community Church. He serves on the boards of the River City Community Development Center and the Chicago Chess Foundation.
Edward earned a bachelor of arts degree in international relations with a minor in economics from Wheaton (IL) College.
Having traveled to 64 countries, Edward loves connecting with people and learning about different cultures, though his favorite part of any trip is returning home to Chicago. With deep roots in the community, he spends his weekends golfing or coaching soccer at Trevian Soccer Club. He also enjoys reading, cycling, and spending time with family and friends. His day is always brightened by hearing from clients and having the opportunity to listen, serve, and care for them.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.