Team Leader, Financial Advisor Engagement Center

Edelman Financial Engines is a prominent American financial planning and investment advisory company, established through the 2018 merger of Financial Engines and Edelman Financial Services. The firm was founded on the principle that all investors, not just the wealthy, should have access to personalized and comprehensive financial planning and investment advice. This core mission drives the company's unique approach, which combines advanced methodology and proprietary technology with the dedicated attention of personal financial planners. The company serves a broad client base, including individuals, high-net-worth individuals, and institutions, offering services directly to clients as well as through employer-sponsored retirement plans. As of early 2025, the firm manages over $287 billion in assets for more than 1.27 million clients, making it one of the largest independent financial planning and investment advisory firms in the United States.

The company's history is rooted in the legacies of its two predecessor firms. Edelman Financial Services was founded in 1986 by Jean and Ric Edelman with a commitment to providing financial education and trusted advisory services. Financial Engines was founded in 1996 by Nobel Prize-winning economist William F. Sharpe, Joseph Grundfest, and Craig W. Johnson, with a focus on providing sophisticated, technology-driven investment advice to a wide audience. The merger of these two entities created a powerhouse in the financial advisory space, leveraging both high-tech and high-touch approaches to deliver personalized financial plans. Edelman Financial Engines offers a comprehensive suite of services, including retirement planning, investment management, tax planning, and insurance guidance. The firm operates as a fiduciary, always prioritizing the best interests of its clients and providing independent advice free from the conflicts of interest that can arise from commission-based compensation. With over 140 offices across the country, the firm maintains a national presence while delivering localized, personal service to its clients.