Edward - Owner/Financial Advisor

I was born in New Jersey and grew up in Ohio until the day it all changed when I met my wife, Rachael. We connected in Ohio while she was visiting her family from Oregon. We immediately knew this was a special situation, as we could finish each other’s thoughts. Rachael moved to Ohio soon after where we started building our lives together. We ultimately knew we wanted to live somewhere we could explore and experience life to the fullest.

We got married in June of 2020 during the pandemic. This experience strengthened our relationship and was the catalyst for big changes. The pandemic changed our honeymoon plans, as it did for many, so we decided to hop in our small travel trailer and see the country. Since we were working remotely due to the pandemic, it granted us the opportunity and flexibility to go far. We drove from Ohio to Oregon over 6 weeks. On our journey back, my wife suggested we stop in BV since she had lived there in 2010 and recommended we check it out together. That “quick stop” turned into something much more.

Every year after we found ourselves spending more and more time in the valley. I attended a continuing education seminar about growing your business where the presenter said something that really stuck. He said you can change your offerings which was silly because we offer the highest quality solutions. He said you can increase your costs. He said you can differentiate your target market. He said many other things that didn’t resonate but at the end, he said, “You can change your geographic location.” I began market research after that one visit and realized this valley could use our help. There are very few Financial Advisors with full transparency who are capable of helping people the way AVF can.

I have 14 years of experience in the industry as an Independent Financial Advisor. I run my own business. I started because my father and I wanted to help people who did not have access to solid financial advice. AVF will help anyone who needs it, from business owners and high-net-worth families to individuals who simply need to get started.

We can offer nearly every planning service available in the financial industry. We have the capability to buy and sell stocks and bonds, mutual funds, hire money managers, write life insurance and disability policies. At AVF we offer the options to charge a fee, charge a commission, or charge by the hour...whichever best suits the client. We make full financial plans to make your goals achievable. We want to help you reach your goals and will use the best option for your situation. There is absolutely no cost to call and start a conversation. I will answer any questions you have, please do not hesitate to contact us today!