Relationship, Accountability and Expertise.

Wealth and retirement planning

Eddie develops wealth management strategies across traditional and alternative investments, retirement income planning, pension analysis, and tax-efficient asset management. His retirement-plan work includes evaluating in-service distributions, rollover options, NUA strategies for employer stock, 72(t) distribution planning, and Rule of 55 withdrawal considerations. His work also includes equity compensation planning, including restricted stock units (RSUs), helping clients consider how employer stock fits into their broader financial picture.

Eddie also assists employers in reviewing and managing workplace retirement plans and helps individuals evaluate their retirement plan investments. Where permitted by the plan and available through authorized platforms, he can provide ongoing investment management within an individual’s existing retirement account.

Insurance and business benefits

His insurance and retirement income experience includes fixed indexed annuities, multi-year guaranteed annuities, income annuities, and life insurance strategies, including whole life and, where appropriate, indexed universal life. He also helps clients review Medicare coverage options and assists businesses with group health and supplemental benefits. His broader planning work addresses long-term care needs, cash management, securities-based lending, budgeting, and debt management.

For business owners and employers, Eddie can help evaluate executive benefit strategies, including executive bonus plans, split-dollar life insurance arrangements, and corporate-owned life insurance, coordinating with insurance specialists and legal and tax professionals as appropriate.

Estate planning and investment approach

Estate and legacy planning are an important part of Eddie’s approach. He helps clients align beneficiary arrangements, wealth transfer, inheritance, and succession strategies with their intentions for their families. He helps clients coordinate the creation and updating of wills, trusts, and other estate documents through estate planning platforms and attorneys, as appropriate.

His investment approach draws on modern portfolio theory, diversification, and risk-based asset allocation to build portfolios tailored to each client’s objectives, time horizon, liquidity needs, and risk tolerance. He considers the tax implications of investment decisions across taxable and tax-deferred accounts, including asset location, holding periods, short- and long-term capital gains, and, where appropriate, tax-loss harvesting, coordinating with clients’ tax professionals as needed.

Education and professional background

Eddie earned a Bachelor of Science in Economics from Northern Illinois University, where he was named to the Dean’s List, and an MBA from Rockford University. His professional background includes passing the Series 6, 63, 7, and 66 examinations. He currently serves as an investment adviser representative with TLG Advisors, Inc., and holds insurance licenses in Illinois, Wisconsin, and Florida.

View Eddie’s SEC Investment Adviser Public Disclosure profile (CRD 4988320) · LinkedIn

A fiduciary commitment

When providing investment advisory services through TLG Advisors, Eddie acts as a fiduciary, with an obligation to put his clients’ interests ahead of his own. That responsibility reflects his guiding principle at Strong Tower Advisors: Putting Clients First.