Ed, Jr. is the President and CEO of Kohlhepp Investment Advisors, Ltd. Ed obtained his CFP® designation in May of 2006; his additional credentials include the Series 6, 7, 63, and 65 securities licenses, as well as Life, Health, and Variable Annuity licenses. He is also a member of the Financial Planning Association. Ed graduated from Fairfield University with a Bachelor of Science in Marketing and earned his Masters in Business Administration from the Pennsylvania State University. Before joining the firm in July 2000, Ed worked for the Walt Disney Company and the Vanguard Group.

Ed resides in Buckingham Township with his wife, Jennifer, and their two sons, Brett and Matt. He's very active in their school and sports, thriving on volunteering where needed. The family really enjoys traveling and experiencing new adventures.  Ed is an avid Flyers hockey fan.

Ed is the Founder of Kohlhepp Investment Advisors, Ltd. He has the following securities licenses: Series 6, 7, 24, 63, and 65, as well as Life, Health and Variable Annuity licenses. He acquired his Bachelor of Science in Accounting from LaSalle University and his Masters in Business Administration from Temple University. Ed obtained his first license in the industry in 1969.

He previously served as Senior Associate Professor at Bucks County Community College teaching Accounting, Finance and Statistics and the Bucks County Estate Planning Council. Ed is listed in Who's Who in Finance and Industry, Who’s Who in the East, and the Who’s Who in America.

Ed has lived in the Doylestown area since 1977 with his wife, Betsy. Through all the travel, adventures, and experiences, they most enjoy spending time with their three children and seven grandchildren. 

As Ed continues his transition into retirement he has taken on a senior administrative role at Kohlhepp Investment Advisors. 

In September 2008, Joann joined Kohlhepp Investment Advisors, Ltd. after holding various positions with Prudential Financial for 18 years. Since joining the firm, Joann provides essential support for our clients as Client Service Associate. She is also a Notary Public. Joann graduated from Lansdale School of Business with a degree in Business Administration & Accounting Management.

Joann resides in Sellersville with her husband, Joe. Joann’s kind and generous spirit has made her a natural caretaker. She enjoys volunteering for dog rescues, striving to save dogs in the shelter system as a foster parent. Joann is also an avid Philadelphia sports fan, with the Phillies and Eagles being her favorites.

Mary Beth joined the family business in August 2006 and is now providing compliance support. Previously, she worked for a boutique marketing/public relations firm and a global medical device company. Mary Beth graduated from Marist College with a Bachelor of Arts degree in Communications.

Mary Beth, her husband Marty, and daughter Ella, live in Chapel Hill, NC. They enjoy traveling and experiencing cuisines around the world. 

In March 2014, Todd joined Kohlhepp Investment Advisors, Ltd. and has naturally transitioned into his role of Advisor. Todd previously worked at Lincoln Investment Planning and holds his Series 7, 24 and 66 securities licenses as well as his Life & Health Insurance license. Todd is a graduate of West Chester University, earning a Bachelor of Science in Business Administration. He has also acquired a Certificate in Accounting from Delaware Valley University.

Todd grew up in Horsham Township. Todd now resides in Furlong, with his wife Rebecca, his sons, Bobby and Joey. They enjoy spending time with the family, the kids' activities, and time at the Shore.