Ed and his wife, Gina have been married for 28 years. They have five children ranging in age from 8 to 21. He enjoys spending time with his family, exercising, reading and the occasional (or not so occasional) cigar.
Ed began his financial services career in 1994 with a large national firm. He soon realized that most “financial advisors” were salespeople working for companies who manufactured financial products that they wanted to sell to consumers - whether it was right for the client or not. These were not financial advisors working for their clients. These were salespeople working for large institutions.
This is where he got the vision for a firm that would provide financial advice from a truly independent perspective. In 2000 he co-founded Oaktree Financial Advisors. At Oaktree there are no sales pitches. Instead, they work for clients, developing long-term relationships with the highest level of service.
Oaktree Financial Advisors specializes in helping Eli Lilly employees with their financial lives, relieving their stress around money, simplifying their lives, and freeing up their time. Ed is a CERTIFIED FINANCIAL PLANNER® professional. As such, he acts as a fiduciary when providing financial advice. This means he puts your best interests first.
Check them out here https://www.oaktreeadvisors.com
In honor of the fellow business owners in your life that had an impact on you becoming the person you are today, let’s celebrate them. Click this link to apply to be on our podcast to recognize those people: https://www.BeMADTogether.com
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