Our People

As President and Co-Founder of Crosswalk Investment Advisory, Inc.—a Registered Investment Advisor since 1999—it is both my passion and privilege to help clients plan for and achieve financial independence.

The son of a Pennsylvania State Trooper, a magna cum laude graduate of Villanova University with a B.S. in Accountancy, and a former United States Marine Corps Infantry Officer (Major), I bring a unique blend of discipline, integrity, and mission-driven focus to my work. My upbringing, rooted in God, Family, and Country, was further shaped by the Marine Corps’ ethos of esprit de corps and Semper Fidelis (“Always Faithful”). These values continue to guide me as I advocate for clients in pursuit of their financial goals—a mission I take on personally as well as professionally.

With over 30 years of experience as an Investment Advisor, I have walked with clients through every stage of life—marriage, divorce, raising children, financing education, loss of loved ones, preparing for retirement, and planning for future generations. For too many, I have stood with families in their final goodbyes and then helped the next generation carry forward a legacy.

This journey has been deeply personal as well. While serving my clients, I raised five children as a single parent, sending them through private Christian schools and college. Today, I am happily remarried and blessed with an extended family that includes 22 children and children-in-law, and 42 grandchildren. Having lived the very milestones I help clients navigate, I bring not only technical expertise but also empathy and conviction that financial planning is about more than numbers—it is about building and stewarding a legacy.

With three decades of experience behind me, I look forward to the next 20 years—continuing to sharpen my skills and deepen my commitment to the service and betterment of every client.

Education & Professional Background

• B.S. in Accountancy (Magna Cum Laude), Villanova University

• United States Marine Corps Infantry Officer, attaining the rank of Major

• Began in the financial services industry in 1987 as a Registered Representative

• Previously held FINRA licenses: Series 7 (General Securities Representative Exam) and Series 63 (Uniform Securities Agent State Law Exam – PA)

• Currently licensed under Series 65 (Uniform Investment Advisor Law Exam)

Community Involvement

• Board Member & Treasurer, Lancaster Downtown Business Association

• Board Member & Treasurer, Demuth Foundation of Lancaster

• Board Member, Dayspring Christian Academy of Lancaster

• Board Member, Lancaster Arbor Place

• Corporate Member & Development Committee Member, Lancaster Bible College

Affiliations

• Majority Shareholder & Managing Member, Crosswalk Wealth Management Group, LLC, a firm providing business consulting and income tax preparation services

• Graduated from Franklin and Marshall College with a B.A. in Business Management.
• Began in the financial service industry in 1994 as a “registered representative”.
• Passed exams and obtained licensure through Financial Industry Regulatory Authority (FINRA) for Series 7 - General Securities Representative Exam, Series 63 - Uniform Securities Agent State Law Exam – PA and Series 65 – Uniform Investment Advisor Law Exam.
• Ed is married and the father of two children and resides in Lancaster, PA.