Our Qualifications

 

 

 

Education

M.B.A., University of North Carolina at Chapel Hill, Kenan-Flagler Business School , Chapel Hill, North Carolina

A.B., Brown University, Providence, Rhode Island

 

Professional Experience

Ed's clientele includes, families, clergy, business owners, highly compensated professionals and just about every honorable profession. The common thread is that they are thinking, caring and achievement-oriented people that recognize they can accomplish more on purpose than by accident.

Ed also assists small businesses and not for profits attract and retain employees; owners plan for succession or disposition of their businesses upon retirement, death or disability; and companies reduce exposure to the loss of time and money when the unexpected occurs -- by giving owners and executives more control through the careful selection and coordination of employee and executive benefits.

 

Financial planning is Ed's passion. It is also his second career.

Prior to joining Gateway Capital Financial, an Office of MetLIfe, Ed benefited from more than twenty years of experience in management consulting, business development and management with companies that included IBM, Coopers & Lybrand (now Pricewaterhouse Coopers), McDonnell-Douglas (now Boeing), Oracle and regional consulting firms.

Ed authors articles on financial topics for the regional quarterly, P.G. Suite Magazine. He has also been quoted in colums and articles in the Washington Post, Doctor's Quarterly and Black Enterprise Magazine.

Ed teaches financial education classes at several corporations in the Baltimore-Washington region. He is also honored to serve as a featured speaker and seminar leader at various conferences and retreats.

Personal Background

  • Native of Washington, D.C.
  • Married father of two school-aged sons.
  • Served on the Trustee Board of Woodstream Church, Mitchellville, Maryland
  • Member of the Brown Club of Washington
  • Serves as Communications Secretary of the Prince George's Society of Health Professionals, a local chapter of the National Medical Association.       

 

*Pursuant to IRS Circular 230, MetLife is providing you with the following notification:The information contained in this web page is not intended to (and cannot) be used by anyone to avoid IRS penalties. This web page supports the promotion and marketing of financial planning.  You should seek advice based on your particular circumstances from an independent tax advisor.