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 three daughters, one son, and 4 grandchildren.
Rick is 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, and the Robinson Education Foundation Board. He has also been active with the Waco Rotary Club, American Cancer Society, and the Financial Services Institute.
*Qualifying membership in the Million Dollar Round Table (MDRT) Court of the Table is based on minimum sales production requirements and gross business generated within a year.