For more than 23 years, Eddie has helped individuals and families navigate the different financial stages of their lives – helping, managing, and preserving their wealth by developing comprehensive, personalized investment strategies. Having experienced both challenging and rewarding market cycles, Eddie brings a seasoned perspective to increasingly complex investment situations and ever-changing market conditions. Eddie holds two professional designations, RICP^® and CPFA^®, which demonstrate his commitment to offering individual clients and groups retirement plan strategies to help generate lifelong retirement income.

Clients can expect Eddie to build long-term relationships that encourage open communication and provide a high level of personal contact and accessibility. Believing informed clients make better financial decisions, Eddie assists his clients in developing a knowledge base from which they can form realistic expectations and a disciplined investment program. To design a customized financial plan, he uses an interactive process initiated by asking questions and actively listening to the answers to define and address long-term goals. Eddie is passionate about designing strategies for clients that help manage retirement expenses and help generate the necessary income to maintain their desired lifestyles during their retirement years.

Eddie is the Chairman of the Orlando Florida Board of the American Lung Association, and the Chairman of Southeast Regional Board of Directors for the American Lung Association. Eddie received the 2022 Southeast Region Board member of the year. Eddie supports both boards in memory of his father, who passed away in 2014 from COPD and his mother who passed away in 2022. Eddie enjoys reading and traveling when he is not in the office.