Ed is a Registered Investment Advisor Representative and tax professional. He graduated from the University of Tampa in December of 2016 with a Bachelors of Science degree in Finance. Ed began working with CFM in the Spring of 2017 and specializes in individual tax preparation and investment advisory. Ed is in the process of pursuing the CERTIFIED FINANCIAL PLANNER™ certification through Northwestern University. He enjoys volunteering in the local community and is a member of the Ballston Spa Rotary Club.