Ed McClure is a CERTIFIED FINANCIAL PLANNER™ and a Certified Professional Plan Consultant™ with over 25 years of experience in financial services helping clients achieve their goals. He works with business owners who want to maximize their retirement plan benefits and with families who need help planning their future. Ed’s mission is to help clients achieve the financial independence and well-being they deserve. 

As the son of a financial advisor, Ed grew up watching Wall Street Week on weeknights, which sparked his love for markets. And as the son of a high school teacher, Ed’s interest in educating others also grew. Combining both passions, Ed finds joy in simplifying the complexities of wealth management and making it easy for others to remember and understand. 

Before establishing McClure Wealth Management in 2013, Ed worked under Ferguson McClure Associates as an advisor for over 10 years, where he worked with individuals and families to establish their financial plans. He enjoyed helping others define and accomplish their financial planning goals and then discovered his passion for helping entrepreneurs execute their exit plans. Since then, he’s become a trusted resource for business owners and individuals who seek financial independence and freedom. 

Ed obtained a bachelor’s degree in finance from the University of Illinois in 1992. Ed is a Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. He is also licensed to sell securities in the following states: AZ, CA, FL, MT, NC, OK, TX, & WA.

April plays a critical role; she manages a lot of what goes on behind the scenes for our clients. Her primary responsibilities include client communication, intake, setting up new accounts, and processing financial transactions. But April’s most impactful role is one of an advocate, getting to know the clients and their needs throughout the life of the relationship.

April came to us with a bachelor’s degree in psychology, a certification in business administration, and a solid foundation in the financial services industry. Before joining McClure Wealth, April started her career with San Diego Pension Consultants, later working for American Funds Capital and LPL Financial. She has proved to be an invaluable asset to the team, bringing the right combination of financial acumen and ability to find creative solutions.

When she isn’t at work, April sings on the worship team at her church and spends time with her 15-year-old daughter. She has also created her own line of skin care products and continues to take voice lessons with plans to eventually record her own music.