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Family: Eddie was born in Honduras and enjoys visiting family and relaxing at beaches like Roatan and the mountains around Tegucigalpa.
Duties & Responsibilities at Teamwork: Eddie works diligently with clients to create an integrated plan consisting of tax-efficient, legacy and financial strategies with the goal of providing a game plan for life.
Education: Eddie graduated from East Carolina University in North Carolina with a bachelor’s degree in economics in 2012. He holds the Retirement Income Professional (RICP®) and Accredited Investment Fiduciary (AIF®) designations and has passed the Series 6, 63 and 65 securities exams. He has his life and health insurance licenses.
Background: While a student at East Carolina University, Eddie turned around a struggling company as president of Coastal Carpet Cleaners. Through this experience, Eddie learned how to build a great business through hard work and dedication at an early age. After selling Coastal Carpet Cleaners, he started his career in the financial world in order to feed his passion for helping others make informed decisions for successful retirements.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@teamworkfinancial.com or call us at (210) 687-1333 today!
By contacting us, you may be offered information regarding the purchase of investment and insurance products.