(877) 832-3847


Chief Compliance Officer and Operations Manager

Tel: (423) 218-1403

Ed joined the Values First team in 2012. As the chief compliance officer, he is responsible to oversee the compliance program of the firm. As the operations manager, he works to ensure smooth and efficient operation of various processes that contribute to the day-to-day services provided to the firm and its clients. He earned the Investment Adviser Certified Compliance Professional® (IACCP®) designation from NRS, a professional compliance designation granted to individuals who complete a program of study, pass a certifying examination, and meet its work experience, ethics and continuing education requirements. He has also earned certifications for an Excel Level 4 from BCTI and a Six Sigma Green Belt.

Ed earned a Bachelor of Business Administration (BBA) and a Master of Business Administration (MBA) from King University.

When he’s not in the office, Ed enjoys spending time with his wife, Robin, and their four wonderful children, playing golf, exercising, and rooting for The Ohio State Buckeyes.

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