JEREMY G. EDGE, CFP®, RICP®, CFBS

MANAGING PARTNER

FINANCIAL PLANNER

BENJAMIN J. LACOMIS, CSLP®

CO-FOUNDER

FINANCIAL PLANNER

ASHLYN HANLIN

CLIENT SERVICE COORDINATOR

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The EWS Team

THE EWS MISSION

Our team believes that people who dedicate themselves to improving the lives of others should have access to trusted financial professionals that provide for them the same level of expertise, care, and attentiveness. It's our way of giving back.

With our friendly and modern approach to financial planning, our practice helps to both cultivate and sustain financial wealth. Through our relationship and stewardship, we provide you the confidence and freedom to continue doing what you most enjoy.

You know what is important to you, your family, and your business; so, let us help make sure your financial decisions are aligned with your priorities and what you're working to accomplish.

WHAT'S MOST IMPORTANT

Before working with any financial professionals, it's important to get to know their values and to build a relationship.

To fulfill our mission in the highest regards, our team holds four core values above all else:

  • TRUSTWORTHINESS

  • TRANSPARENCY

  • BEING PRINCIPLED

  • DILIGENCE

Ask our team members individually what the core values mean to them!

OUR PROMISE

In alignment with our values, we promise our clients:

  • An exceptional experience tailored to your needs

  • Top-level service and prompt responsiveness

  • Consistent and quality advice on an on-going basis

  • Prioritizing your clarity and confidence in financial decision-making

  • Transparency and trustworthiness