Our Firm

Jim Mathis, CLU       
Chartered Financial Consultant

A 1955 graduate of Texas A&M University, Jim has been in the financial services industry since 1958.  He is a former Mayor of Waco, TX and is a Past President of the YMCA of Central Texas, the Heart O' Texas Council of Boy Scouts of America, and Vanguard College Preparatory School.

Jim and his wife, Pat, live in Waco, TX.  They have four sons and thirteen grandchildren.

Jim is a life member of the Million Dollar Round Table and a past Regional Vice President of the Society of  Financial Professionals.    



     Rick Abbe, LUTCF
        Investment Adviser Representative

Rick has been in the financial services field since 1984.  He spent the majority of his career as a manager responsible for recruiting and training new associates.  In 2002, he became an independent Investment Advisor Representative and began providing financial planning services in Central Texas.  He is a qualifying member of the Million Dollar Round Table, Court of the Table.

Rick and his wife, Suzanne, make their home in Robinson, TX.   They have 3 daughters, 1 son, and a granddaughter.

In addition to serving his clients, Rick is currently serving on the Robinson Education Foundation Board.  He is also a past President of the Waco Chapter of the National Association of Insurance and Financial  Advisors, and a past board member of Waco K-Life.  He has also been active with the Waco Rotary Club, American Cancer Society, and the Financial Services  Institute.