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Ed is a Financial Advisor with First Investments & Planning and a FINRA Registered Representative and Registered Principal. With more than 40 years in financial services, he began his career in 1984 and later served in several leadership roles at Lincoln Financial Advisors, including national Managing Director.
After many years in executive leadership, Ed returned to working directly with clients. His focus is helping individuals and families navigate their financial futures with clarity, grounded in steady, experience-driven guidance through changing markets and life events.
CREDENTIALS
Ed graduated from Kansas State University and holds FINRA registrations as both a Registered Representative and Registered Principal. He currently holds Series 6, 7, 22, 24 and 63 securities registrations along with Life, Accident & Health, Variable Annuities and Long Term Care insurance licenses.
Ed is an active member of the financial planning community, including the Society of Financial Service Professionals (former board member), Kansas City Estate Planning Society (board member), Kansas City General Agents and Managers Association (past President), and the Financial Planner Association. Ed has spoken at national workshops and contributed articles to various industry publications.
PASSIONS
Ed and his wife of 37 years, Suzanne, make their home in Leawood, Kansas, where they raised their two adult children. Active in the community, he has served on the boards of several civic organizations and held officer roles at two country clubs. In his downtime, Ed can be found on the golf course or cheering on his favorite teams—K-State, KU, SMU, Notre Dame, and the KC Chiefs and Royals.
Raymond James is not affiliated with the above organizations and/or charitable causes.
You should discuss any tax or legal matters with the appropriate professional.
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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE