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Our Team

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Allyn Edwards, RICP®

President
Wealth Manager

Allyn enjoys managing portfolios for our advisory clients. He uses a tactical approach coupled with solid fundamental research and leading financial analyst recommendations in making his investment selections. With his active daily oversight, he has been very successful in guiding our clients to and through retirement. Allyn holds his Retirement Income Certified Professional, RICP® designation and designs portfolios for those in need of supplemental income.

Outside of work, Allyn enjoys exploring new territory in his home state of Texas, fishing, bible studies, mentoring individuals and playing World of Tanks. He is an engaging individual who never meets a stranger and is quick to adapt to his surroundings.

With formal training in pastoral studies, it is his desire to build and shepherd lifelong relationships with our clients while maintaining the highest standards of quality service and integrity.

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Diane Edwards, AWMA®

Vice President
Wealth Manager

As a professional woman with 27 years in the financial-insurance industry, Diane is excited to share with other professional women both her knowledge and passion for building a solid future by demystifying the world of finance and insurance.

After spending the last 16 years in corporate financial management roles, she understands the unique challenges professional women face daily in juggling priorities of balancing their work life, family life, financial goals, advancing careers, and/or charity work.

Diane is a strong advocate of education and believes it is the first step in building a successful plan. While embracing the standard investment theories and tools, she believes in exploring behavioral finance through the process of one’s money memories. As a firm believer in the holistic approach to finance, she believes financial planning is as much science as it is art.

In her free time Diane enjoys reading every book she can get her hands on, gardening, traveling and spending time with her family as much as possible.

About

  • Our Team
  • Our Process
  • Our Clients
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Contact Us

Don't hesitate to get in touch with us.

Got a question?

Phone: 503-537-2995
Fax: 503-538-3110
Toll Free: 866-699-9843

Allyn Edwards, RICP®​ - Wealth Manager
Email: allyn@eafsi.com

Diane Edwards, AWMA® - Accredited Wealth Management Advisor
Email: diane@eafsi.com

Hours of Operation
Monday through Friday
8:00am - 4pm CT

 

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