Eddie is the Director of Entrepreneurship for the World Chamber of Commerce – Texas. He is a Wealth Manager in the Houston area where he and his Senior Administrator, Valorie utilize their 35 years of combined industry experience to serve businesses & families attain, grow, pass on financial independence and generational wealth. His investment journey began when he purchased his first multi-unit apartment building at 23. As the son of a business owner, he had a first-row seat to hard work, investing and planning for financial independence. As a financial advisor, he strives to provide solutions for the businesses & families he serves in Houston and virtually across the country to do the same.
He served 21 years in the U.S. Navy and Navy Reserves with 10 years overseas in Italy, Bahrain, Dubai and Afghanistan where he earned the Bronze Star and retired as a Senior Chief in 2021.
He and his wife, Thu, have been married for over 10 years and have two daughters, Penelope and Paloma, who love acting, bike riding and Brazilian Jiu-Jitsu. When not working, he enjoys high-intensity interval training, boxing and traveling with his family. He firmly believes that there is no better teacher than life experience and global travel. As the Director of Entrepreneurship for the World Chamber of Commerce – Texas & Certified Exit Planning Advisor® (CEPA®,), Eddie helps business owners with business succession planning. He and his team assess business readiness and personal financial preparedness, effectively engaging with the clients team of CPAs, attorneys and other professionals, integrating strategies into professional, personal, and financial goals to build and preserve family wealth for future generations. Attended the University of Houston as a major in Finance with minor in Organizational leadership and earned the AAMS® designation from the College of Financial Planning.
He also serves as: Engagement Committee Chairman for Fort Bend County & Client Solutions Leader for his firm.