Hi there and thanks for visiting! My name is Rick, and I have been dedicated to helping individuals and families achieve their financial goals since 1984. Each day, I’m grateful for the opportunity to make a meaningful impact in the lives of those I serve.
I have been happily married to my wonderful wife, Suzanne, for 41 years. Together, we are proud parents of four children and grandparents to eleven beautiful grandchildren. Our family is the cornerstone of my life, and I cherish every moment spent with them. When I’m not working, you’ll find me enjoying time with my loved ones. It’s this strong family connection that motivates me to help others build secure financial futures for their own families.
Throughout my career, I’ve had the privilege of serving on several boards in the Waco area, which has allowed me to build lasting relationships and gain a deeper understanding of our community’s needs. I hold a securities license and have earned the AIF® (Accredited Investment Fiduciary) designation.
What I find most rewarding about my work is the opportunity to engage with people on a personal level. I believe in having in-depth conversations about what truly matters to my clients—whether it's planning for retirement, saving for a child's education, or ensuring long-term financial security. My goal is to listen carefully, understand your unique needs, and provide the guidance and tools you need to make informed, confident financial decisions. Let’s connect!