Senior Financial Advisor
Ed’s passion for the financial industry began during his time at the Kelley School of business with an internship at Salomon Smith Barney. Upon graduation he spent nearly 16 years in corporate finance, accounting, and human resources, over half of which in senior financial management roles. In early 2018, Ed decided to rekindle the passion for the investment space and joined Stephan Wealth Management as a Financial Planning Associate.
Growing up in southern Indiana, Ed attended Indiana University, Bloomington, and graduated with a bachelor’s degree in finance, from the Kelley School of Business. Following time working in California and Florida, Ed and his wife, Astrid, returned to the Midwest in 2010, to be closer to family. They currently live in Bellbrook, with their two daughters and their son.
Please check the background of this investment professional at FINRA Broker Check.
Ed's Part 2B of Form ADV is located here.