Eddie is a Financial Planner for the firm and provides comprehensive financial planning services to new clients. He graduated with a Bachelor of Science in Business Administration from University of Maryland Global Campus in 2015. He also received his CERTIFIED FINANCIAL PLANNER® designation from the CFP Board of Standards in 2024. Additionally, he graduated with a Master of Science in Personal Financial Planning and Graduate Certificate in Advanced Financial Planning from Kansas State University in 2025. Prior to joining the firm, Eddie served in the United States Navy where he spent just short of a decade gaining extensive knowledge and experience in logistics, human resources, accounting, office administration, process documentation, scheduling, and travel management. Eddie’s data analysis and detail-oriented nature make him a welcomed addition to the Deliverables Team.