Eddy began his career at First National Bank in 2014 where he most recently worked as a Personal Banker. In 2018, he joined First Investments & Planning. Eddy serves as a Financial Advisor where he assists high net worth clients with their financial planning, investments, and insurance needs.
Eddy earned his Finance Degree from Colorado State University and holds his Series 7 & 66 securities registrations along with his Colorado Life, Health and Variable Insurance Licenses.
Additionally, Eddy holds his Accredited Asset Management Specialist designation, AAMS® , through The College for Financial Planning.
As a Colorado native, Eddy enjoys all outdoor activities that the beautiful State of Colorado has to offer, from hiking, camping and skiing to white water rafting. He’s recently picked up mountain biking and enjoys spending weekend mornings on rides with friends and family.
Eddy enjoys adventure and especially loves to travel as it allows him to experience some of the greatest wonders of the world while being immersed in new cultures. When not outdoors, Eddy enjoys spending time with friends and family as well as giving back to his community through volunteering.