Cost Segregation + Advanced Tax Services (179D, 45L, P&C Insurance, R&D Tax Credits)
Digital Employees: Robotic Process Automation (RPA) and Artificial Intelligence (AI) Solutions
Ed is Managing Director/Founder of Elite Wealth Partners. Ed is known as a thought leader in the professional services industry based on his 15 years of experience owning and operating a multidisciplinary firm. Prior to joining Elite Wealth Partners, Ed worked over three decades in consulting/commercial banking/investment/private banking areas at Arthur Young, American National Bank, Lehman Brothers, The Bensman Group, American Chartered Bank, and Strategic Retirement Partners providing personal/business/investment advisory services to growing middle market companies, senior management teams and wealthy families.
With an emphasis on professional collaboration, Ed brings an entrepreneurial spirit to the team along with his experience in independent non-bias investment management, financial planning, private banking, insurance plan design, and specialty financing needs to the Elite Wealth Partners team.
Ed is a graduate of Indiana University and DePaul University (MBA). He is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®). Ed holds his Series 65 (Uniform Investment Adviser Law Examination) and state insurance licenses.*
Ed’s community involvement includes Membership/Volunteering in Chicago organizations including PAWS, Big Brothers/Big Sisters, Chicago Marathon, and Greater Chicago Food Depository. Ed resides in the Chicago area and proud dad to his two older sons, Matt and Mike. He is an avid runner, and also enjoys travel, golf, snow skiing, and a commitment to life-long learning.
Ian Welham began his career qualifying in the UK as a Chartered Accountant with Ernst & Young. He then left public practice and became CFO of a Barcelona-based publicly traded company. Subsequently, Ian held CEO and COO positions in Hong Kong, The Netherlands, Belgium, and the US.
In 2016 he co-founded HaydenRock Solutions working hands-on with CPA firms to help them become 21st-century accountants.
Following the merger of Elite Resource Team and HaydenRock in 2020, Ian now focuses on building relationships with Elite members and providing them coaching services to help them Maximize Business Potential and become the Most Relevant Advisor to their clients.
He resides in New Jersey with his wife, Linda. They have twin daughters. He is a devoted Manchester United “football” fan and an avid golfer.
Tracy Miller began her career after attending San Diego State University, where she received her Bachelor’s Degree in Kinesiology. She later received her Masters in Health and Wellness Psychology from the University of the Rockies.
She has worked within several settings in the health and wellness space, notably an Integrated Physical Medicine office, where she managed and oversaw the day-to-day operations of the office and helped to open a second office from the ground up. This integrated approach (Medical doctors, chiropractors, physical therapists, exercise specialists, and massage therapists) compliments what Elite Resource Team has built: a collaborative one-stop shop. In this industry, financial advisors, accountants, and the Virtual Family Office work together to investigate personal needs/problems and to provide a solution full of value to the client.
Tracy has taken her past experiences and evolved into her position as the VFO Liaison. All the roles she has held have been client/people-forward, and she has helped to guide, diffuse situations, and investigate to problem-solve, which she continues to excel in at Elite.
She currently lives in Pasadena, CA. Outside of work, Tracy is a Yoga teacher (loves to teach and take classes), avid baker and cook, and enjoys a good book.
