Ed began his career in the advisor world in 2010 after enjoying a 30 year career in the promotional marketing industry. Ed, along with his partner Erik Olson, offer their clients financial planning, investment advisory services, insurance products (life, disability, and long term care), and estate planning. Their advisory practice is client centric and feel client interests always come first. Our client focus is primarily high net worth clients and we team up with industry specialists to offer the expertise and sound advice in all areas. In addition to offering mutual fund portfolios based on risk tolerance to manage assets, Arete also offers direct investment in alternative investments. This class of investments include: private/public partnerships, Renewable Energy, Oil and Gas Royalties, Non-Traded REITs, Business Development Companies, and Direct Real Estate Investments. Even though many firms do not offer these types of investments, Ed is well versed in the features of alternative investments and is experienced in evaluating the appropriateness of them for individual clients.
Ed spent the first 30 years of his career as a top executive in the promotional marketing industry. His expertise was focused on Fortune 500 Companies, and he built his reputation as a leader in the industry emphasizing quality and service. Ed’s job required ascertaining the intricate details of a company’s marketing strategies and developing marketing campaigns to assist them in reaching their sales and marketing goals. In 1995 Ed launched his own promotional marketing firm, growing it to a prosperous company appealing to a competitor who acquired the company in 2006.
In 2009, Ed joined the Arete Group – to start his second career and follow his passion as financial advisor. Ed’s 30 plus years as a businessman, marketing advisor, business owner and now wealth advisor has laid the ground work for Ed to bring a new, unique, and fresh perspective to the investment advisory world.
Ed is a 1982 graduate of Northern Illinois University achieving a degree in Economics with a minor in Business Administration. One of Ed’s greatest personal accomplishments was having the privilege of head coaching both his children’s basketballs teams at St. Thomas the Apostle school in Crystal Lake, IL. Looking into the eyes of those kids and realizing the importance of your role as a life teacher is extremely rewarding and humbling. Ed also served numerous years on the St. Thomas Athletic Board and held a number of board positions including President. Ed is an avid golfer, an active member and board member of Crystal Lake Country Club.