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Ed began his career in financial services in 1991 in Seattle after serving four years as an Army officer. He earned the Certified Financial Planner™ designation in 1996. Ed is a retirement and asset management specialist who works extensively with people making the transition to retirement and the retired. He has taught financial planning for Montana State University as well as the Washington State Department of Retirement Systems and the Experimental College at the University of Washington. Ed spent seven years living in Europe and Latin America and speaks both German and Spanish. He is married with two children.
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Jason is a fee-based Financial Advisor and Fiduciary Portfolio Manager who applies a holistic approach to investing that seeks balance and long-term financial well-being for his clients. He brings a unique skillset to the financial world, having begun his professional career in the field of high-tech engineering with a degree from MSU in Mechanical Engineering and a Master’s from Purdue University. His rigorous and principled approach to investing and attention to detail replicate his engineering mindset and are key characteristics of his financial practice. He also enjoys teaching non-credit courses on investing at Montana State through the Extended University. He is happily married with two very active sons.