Chief Executive Officer

Executive Vice President | Chief Financial Officer & Chief Operating Officer

Advisor.com Announces $9 Million Seed Round Investment from Walkabout Ventures, Long Ridge Founder Jim Brown

Ed Callahan, CFP®, Joins Prime Capital Financial

TaxStatus: Eric Clarke And Ric Edelman Appointed To Board

TaxStatus Appoints Eric Clarke and Ric Edelman To Board

Senior Manager, New Client Development, Wealth Planning

Edelman Financial Engines (EFE) is dedicated to guiding individuals with the financial advice they need to thrive. The Sr. Manager, New Client Development, Wealth Planning will lead a team of sales-focused Financial Advisors, driving new client inflows and fostering a culture of coaching and accountability.

Director, Insurance

Client Services Manager

Regional Director, Wealth Planning

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