Edward M. Henderson

Financial Advisorcontactus@kooman.com

Ed’s expertise is in advanced trust and estate planning services. He brings a focused professionalism and hands-on experience to client relationships, helping clients achieve harmony between defined goals and long-term investment strategies. Ed works one-to-one with clients using a disciplined approach for guiding clients to their investment goals; to first understand a client's needs and dreams, to develop a personal investment policy, to invest wisely around goal-driven objectives, and to monitor and communicate results.

Ed can help you evaluate your employer-provided retirement benefits to review investment options , assess risk, and correlate benefits with other assets you hold, to maximize retirement income planning and manage taxes.

With years of experience as Trust Officer with one of the region's largest banks, Ed offers broad expertise in estate planning and wealth transfer to help clients care for family members and leave a legacy. His valuable experience with life insurance gives clients an independent review and second opinion of existing policies held outside our firm. Ed is a team player with a thoughtful approach to guiding a client's wealth accumulation and preservation; he is a dedicated to a wealth management process that is built around not just your assets, but your hopes and dreams as well. Ed currently holds the Series 7, 63, and 65 licenses.

Ed is an great supporter of the arts, and served many years on the Blair County Arts Foundation. While active on the Advisory Board for Penn Mont Academy, Ed chaired a successful $2 million capital campaign to build a new school in Duncansville. Ed is a long-time member of the Altoona Rotary Club, and belongs to the legendary Spruce Creek Rod and Gun Club. Currently, Ed recently finished a term as President of the Board of Directors of the Blairmont Country Club, and volunteers with the Home Nursing Agency Bereavement Center in Altoona. He is a graduate of the University of New Hampshire and lives in Hollidaysburg with his wife, Kathy and their son, Daniel.