After attending West Point and serving in the U.S. Army for ten years, Rick began his career with a national investment firm. With over 16+ years as a financial advisor, he holds the CERTIFIED FINANCIAL PLANNER™ designation as well as an MBA from the Keller Graduate School of Management.
Rick is very active in the community working with many organizations. He currently serves on the City of Houston’s LGBTQ Advisory Board. He also served as past president of the LGBT Chamber of Commerce and as a Board Member of the Executive and Professional Association of Houston.
Rick enjoys traveling, attending music festivals, and Army Football.
Go Army! Beat Navy!
Securities: Series 7 & 66 held through LPL Financial