Ed Lambert is one of Birch Run Financial‘s co-founders, a company that builds financial plans designed to stay in sync with life’s evolution. He began his career in the capital markets in 2001 with Morgan Stanley. Ed also co-authored Mastering the Money Mind: A New Way of Thinking About Personal Finance, a book that can help investors make smarter financial decisions.

Alexander Cabot is the Co-founder and Managing Partner at Birch Run Financial, a financial advisory managing $350M+ in clients’ assets. He is an experienced financial advisor whose career began in 2005. Alex also co-authored Mastering the Money Mind: A New Way of Thinking About Personal Finance, a book that offers advice investors of all ages can use to make smarter financial decisions.