Eddie William Kramer
Eddie William Kramerage 33
Financial adviser, Abacus Planning Group
- Wanted to be a pastor, like his grandfather, growing up
- Is an enrolled agent for the IRS
- Has two dogs, Toby and Zaeda, and a “step cat,” Angel
Eddie Kramer owes much of his career as a financial adviser to his mentors, so it’s only natural he seeks to be a mentor figure for young people entering the profession.
Mr. Kramer, head of business development at Abacus Planning Group, was turned on to financial planning by an older fraternity brother at Texas Tech University, who also helped Mr. Kramer get his first internship at a financial planning firm.
Mr. Kramer also received a guiding hand from the head of the university’s personal financial planning program, who, along with her husband, took an active role in showing Mr. Kramer what it would take to be successful in the field.
“I owe so much to them for taking a small-town guy from Texas and teaching me how this profession works,” Mr. Kramer said.
So, as president of Texas Tech’s personal financial planning alumni advisory board last year, Mr. Kramer helped push through a mentorship program, which pairs board members with undergrads for regular one-on-one sessions to discuss goals and provide direction to the aspiring planners. The program was the one mark he wanted to leave as president, said Mr. Kramer, who now serves as board chairman.
Mr. Kramer, a father of two with a third on the way, has been a financial planner for 12 years. A testament to his work ethic, Mr. Kramer earlier this year passed the last of three exams to become an enrolled agent for the IRS, so he could hone his tax expertise, specifically for small-business owners.
Among this year’s class, Mr. Kramer is the lone Editor-in-Chief, whose key attributes include being skilled and productive.
Authenticity is one of Mr. Kramer’s guiding principles, both personally and professionally. “I like people who are a little bit weird, just because they’re unique. They have their own personality,” he said.
– Greg Iacurci