Rick has been an independent advisor in the financial services industry since April 17, 1991.
His business has grown slow and well from a tiny acorn seed to a tall, strong oak tree that bears fruit. Through diligence, patience and persistence, Rick has one sole purpose in mind: helping people make the right decisions about their money.
Rick will always give the praise, honor, and glory to God the Father, Who, through His Word, has opened his heart to love and serve others first.
Rick has a Bachelor of Arts degree from Texas State University. He has earned the following professional designations from the American College in Bryn Mawr, PA:
- Chartered Advisor in Philanthropy (CAP)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
Rick is an Investment Advisor Representative (IAR) in Texas. He holds the Series 7, and the Series 63 securities licenses.
Rick is known by his friends, colleagues, and clients as an approachable, loyal person. They say that his word is good, which he has always been known to keep, even if it’s to his own hurt.
There are no selling “agendas” with Rick. Whatever product or service that enables his client to fulfill their needs, wants, goals, and objectives is what Rick presents. It’s people first, and doing what’s right by, and, for them.
“ …it’s the ‘want to.’ I want to give, help, and serve others because of the Love of God in my heart.”
Marlene is Rick’s special “Gift” from God. They have been married for over forty (40) years.
Rick loves horses and enjoys pleasure riding gaited horses, going on trail rides, and competing in shows from time-to-time.