How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Gil E. Fernandez III
Financial Planner/ Wealth Management Advisor
Gil Fernandez is a founding member of the Edify Financial Consulting Group and has been a dynamic figure in the Financial Services industry for over 15 years. His main focus is in advanced tax planning strategies, asset protection and...
Shalom Moldavski
Financial Planner/ Wealth Management Advisor
Shalom Moldavski is a founding member of the Edify Financial Consulting Group and has over 18 years of experience in the financial world. Shalom’s financial foundation began in the banking industry where he recognized early on...
Cherise Adgar
Financial Services Professional
Since joining Edify Financial Consulting Group almost 3 years ago, Cherise has been an extremely valuable and dedicated member of the team. Cherise came to Edify with quite an accomplished legal background. Ms. Adgar was a practicing...
Reed Willett
Investment Specialist
Reed began his career in the financial services industry as an institutional fixed income broker with Crews & Associates in the immediate aftermath of the 2008 financial crisis. After just over a year as a broker, he accepted a...
