Ed’s credentials help ensure plan sponsors manage their fiduciary requirement to have experienced professionals oversee all aspects of their retirement plan. He has over 20 years retirement plan and investment experience. He has an MBA in Finance from the prestigious Kelley School of Business at Indiana University and is one of the advisors located in Colorado to hold both the Accredited Investment Fiduciary Advisor (AIFA) and Certified Plan Fiduciary Advisor (CPFA) designations. He is passionate about optimizing retirement readiness through implementing state of the art best practices in plan design as well as fiduciary and participant education. His interests include the outdoors, sports, travel and spending time with his family.