Discover Ed’s Extensive Background

A native of Williamsport, Ed has a long history of working with families and business owners, providing a comfort level which draws upon his personal and professional experience. Being from a large family of nine children helps Ed understand family dynamics in privately-held, family operated businesses. He has notable experience with generational planning and helping families transfer wealth. “Understanding the personalities within a family seems to be natural for me.”

In addition, Ed draws from his time with Marriott International, Inc. as their Food and Beverage Director in the Washington, D.C. - Baltimore metro region, overseeing budgets of over $10M. “I understand the challenges of running day-to-day operations and can connect with owners at that level.”

He is uniquely knowledgeable about charitable giving and legacy planning, as the former founder of a nonprofit organization and current board member of the Williamsport Education Foundation. Ed is passionate about the contributions the education foundation is making in the community. “The foundation has raised funds to rebuild the Williamsport High School stadium, granted teachers the funds to initiate new programs and last year two students were provided funds to revamp the planetarium. You can really see how the foundation is making a difference to enhance the educational experience for WASD students.”

He is charitable in his own ways through time and money; however, Ed believes giving is a private gesture. “People who are charitable have a passion first. And then the tax benefits of being charitable is where we can help them maximize their legacy planning.”