Edward is President and owner of RetireReady Solutions. He has held various software development and marketing positions with the company since 1988. Edwards’s vision is to help people retire confidently and successfully.
His flagship software product, The Retirement Analysis Kit (TRAK), is used by top producing advisors throughout the US. Edward pioneered the concept of Tax Wise Distribution strategy, a model for retirement income distribution, which helps people determine an accumulation strategy.
Edward is a sought-after speaker at MDRT, NAIFA and other leading retirement associations. As President and Manager of Corporate Accounts, he manages sales and relationships with Broker-Dealers, Independent Financial Advisers, Registered Representatives, Rep Agencies and financial services companies.
Residing in Oregon, Edward is an active member in his community. As a triathlete he loves to get outdoors to enjoy the great Northwest.
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