HOW DO YOU PLAY THE ROLE OF A MAINSPRING IN OUR CLIENTS’ LIVES?
I pride myself on creating genuine, long-term relationships with each client. Building upon that foundation, clients can open up and be honest about their values and goals. As a result, I can make recommendations I believe will make a positive difference in their lives and those of their loved ones.
WHAT DRIVES YOU?
I place an emphasis on my relationships. I love this career because it aligns perfectly with my values and personality, and I can choose to work with clients I enjoy spending time with. As a financial planner, I get to utilize both my interpersonal skills and analytical mind, which keeps me sharp and engaged.
HOW DO YOU SPEND TIME OUTSIDE OF WORK?
During the busy week, I look forward to spending time with my wife, Morgan, and our kids, Charlotte and Ford. Most weekends you can find us enjoying the outdoors, whether that’s playing at a local park, attending outdoor concerts in summer, skiing at The Summit at Snoqualmie, or enjoying a hike. I also have the pleasure of coaching a youth soccer team, and I’m holding my breath for the next Husky appearance at the Rose Bowl.
Edward was named to the 2024 edition of the Forbes list of Best-in-State Next-Gen Wealth Advisors †.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
and 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
† The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors’ location, 1,545 virtual interviews and 4,081 individuals considered, and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its advisors pay a fee in exchange for obtaining this award. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.
