Rick is a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds the FINRA Series 7, 63, and 65 registrations held by LPL Financial as well as life, accident and health insurance licenses.
Rick’s passion is to provide sound financial advice/strategies to his clients, helping them pursue their financial goals through the creation, growth and transfer of wealth. He specializes in comprehensive financial planning by working personally with each client to create an overall financial strategy that encompasses:
- Investment Planning
- Risk Management
- Education Planning
- Retirement Planning
- Estate Planning.
Rick has been in the financial services industry for more than 14 years. He began his financial planning career in New Mexico, where he was a partner in a significant independent practice. A native Texan, he decided to return to the Lone Star state and accepted a position as a Wealth Manager at USAA, A Fortune 100 company. There, he served high net worth members until joining the Genesis Wealth Management team.
Rick retired from the U.S. Air Force in 1995, where I served as a Minuteman III ICBM Missile Maintenance Officer and an Operational Test Manager. He was on the operational test team for the F-22 Fighter, the CV-22 Osprey and many other systems.
Rick earned his undergraduate degree from Southwest Texas State University (now Texas State University) and a master’s degree in management from the Air Force Institute of Technology.
He and his wife, Michelle, are native to San Antonio. They enjoy live music, football, and all kinds of outdoor activities, including hiking and fishing. Most importantly, they enjoy spending time with their children and grandchildren.
