Today, we are announcing an exciting milestone in our history. Ed Kohlhepp, Jr. has been named President of Kohlhepp Investment Advisors, a position he assumed on January 1, 2016. Previously the firm’s Senior Vice President, Ed, Jr. now will oversee day-to-day operations of the firm.
Ed, Jr. joined Kohlhepp Investment Advisors in 2000, just two years after our founding, and has been an integral part of our success over the years. He earned his MBA degree from Penn State University that same year. A Certified Financial Planner professional, Ed also holds securities, life, health and variable annuity licenses and is a member of the Financial Planning Association.
If you already know Ed, Jr., you probably know that he has a strong affinity for Vikings, as a result of a long-ago study-abroad stint in Norway. While he promises not to wear the horned Viking helmet in the office, he does possess the Viking spirit of courage and enthusiasm – important attributes for business leadership.
Working side by side with his father for 15 years, Ed shares the vision on which the company was founded: the desire to make a difference in the lives of others by helping them realize their dreams through financial planning.
We thank you for trusting us with your financial dreams over the years, and we look forward to continuing to work together to help make those dreams a reality for many more years to come.
Edward J. Kohlhepp, CFP®, ChFC, CLU, CPC, MSPA
Founder & CEO