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Please contact the Regional G&W Office in your area for assistance with your group’s employee
benefit planning and service needs. I will be happy to help you with any general questions involving
retirement plan contracts, investments, fiduciary responsibilities and the retirement plan carriers
and vendors we represent.
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G. Edward Kaake, Jr. CLU, CMFC
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Vice President - Retirement Plans
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Ed serves as the Gardner & White Practice Manager for retirement plans and directs G&W Equity
Sales, Inc., the firm’s securities Broker/Dealer and Registered Investment Advisory operation.
Mr. Kaake’s primary responsibilities include evaluating client retirement plans, monitoring product
developments, examining performance data, reviewing market trends and exercising due diligence on the
industry’s most competitive vendors and providers. In this role, Ed applies his expertise to
understanding and matching client investment expectations with risk tolerance parameters, ascertaining
the most appropriate investment vehicles for them, and placing those investments with the highest
quality asset managers available.
Ed has nearly forty years of experience as an employee benefits practitioner. After enjoying success
as an Account Representative for a major insurer and managing a Gardner & White Regional Office
operation, he has focused on serving as a retirement planning consultant for G&W field personnel
company-wide. Ed is a graduate of Yale University and holds multiple Securities Principal and Registered
Representative registrations.
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