Earl joined Informed Family Financial Services as a Senior Financial Consultant in July 2022. Prior to joining our team, Earl was the founder and president of Strategic Wealth Advisory, LLC. He is a seasoned educator, public speaker, and a respected financial professional, Having been in the industry for more than 27 years, Earl holds Series 6, 7, 63, and 66 securities licenses and also the designations of Chartered Financial Consultant® (ChFC) and Chartered Life Underwriter® (CLU) from The American College of Financial Services.
Earl is an investment advisor representative, which means he has a legally binding fiduciary responsibility to always work first and foremost in the best interests of his clients. He is a member of Ed Slott’s Master Elite IRA Advisor Group* and has also studied various aspects of business development with nationally recognized Dan Sullivan of Strategic Coach, Brian Tracy of Tracy International, and Norm Trainor of The Covenant Group.
Earl’s passion is teaching and implementing strategies designed to help his clients realize greater success and enjoyment in their retirement years. It’s his belief that much of the financial industry puts far too much focus on sales rather than on client education and planning. His knowledge and experience has been featured as a contributing author in the book You’re in Control: Planning the Most Important Retirement in the World – Yours. He has also been featured in U.S. News & World Report, TheStreet.com, Financial Advisor magazine, and several times in The Reading Eagle Business Weekly, including in its cover story “Building a Retirement Nest Egg.” He was interviewed on Enterprise Radio for the Entrepreneur Podcast Network (EPN) on how to make a successful career change.
Prior to opening the doors of his advisory practice, Earl had a successful career as a structural engineer where he was previously able to use his love of math in the design of nuclear and fossil fuel power plants, hospitals, airports, and various other designs. It was his desire to have a more direct and personal impact on the lives of individuals that led him to the financial industry.
Earl and his wife, Debbie, were high school sweethearts. Together, they are very proud of their two grown children, Kelly and Matthew, and their spouses. They feel blessed to have six beautiful grandchildren. Earl and Debbie are active in their local church and serve as ambassadors with the Alliance Defending Freedom, a nonprofit organization dedicated to protecting our religious freedoms and keeping the door open for the spread of the gospel.
*Being a member of Ed Slott's Master Elite IRA Advisor Group does not imply a certain level of skill or training.