After attending West Point and serving in the U.S. Army for ten years, Rick began his career with a national investment firm in 2005. As a CERTIFIED FINANCIAL PLANNER™, his approach in helping investors is based on a highly disciplined process that examines his clients' financial goals, risk tolerance, time horizon, and other critical aspects of their financial life.
Rick is very active in the community, sitting on the board for the Executive and Professional Association of Houston. He is also a past president of the GLBT Chamber of Commerce.
Securities registrations held with LPL Financial:
Securities: Series 7, 66, 31
BS in Operations Research from the United States Military Academy
MBA from Keller Graduate School of Management
Federal Club Member of Human Rights Campaign
Executive and Professional Association of Houston
West Point Society of Greater Houston