About Rick
With nearly 30 years of experience, Rick helps educate clients in understanding risk as it relates to the market. Once understood, he will use various strategies to align his clients with their specific goals and objectives. Rick helps clients in both the accumulation and distribution phase of their lives.
Prior to joining the firm, Rick was part of a team that helped write and develop materials to train and educate TD Ameritrade representatives on assisting their clients with their wealth management needs.
Outside of the office, Rick enjoys cycling, hiking, and staying fit, and is definitely open to learning pickleball.
Education and Professional Milestones
-University of Texas at Arlington - bachelor’s degree in marketing
With nearly 30 years of experience, Rick helps educate clients in understanding risk as it relates to the market. Once understood, he will use various strategies to align his clients with their specific goals and objectives. Rick helps clients in both the accumulation and distribution phase of their lives.
Prior to joining the firm, Rick was part of a team that helped write and develop materials to train and educate TD Ameritrade representatives on assisting their clients with their wealth management needs.
Outside of the office, Rick enjoys cycling, hiking, and staying fit, and is definitely open to learning pickleball.
Education and Professional Milestones
-University of Texas at Arlington - bachelor’s degree in marketing