Rick is in charge of the managerial duties at Southwest Investment Advisors. As a Financial Advisor, he meets with new and existing clients and helps with problem solving.
He has a Bachelors of Science in Business and Marketing from Purdue University and an MBA from the University of Phoenix. His past 20 years of business experience includes roles of Controller, CFO, and President of consumer goods companies with double digit growth for over a decade. He and his wife own a local jewelry boutique, Trinity Diamonds.
Outside of the office, Rick enjoys keeping up with the latest in tech news, scuba diving, hiking, playing the electric bass guitar (well, trying to), and keeping the dogs happy with long walks.
Licenses: Series 7, Series 24, and Series 63 held through LPL Financial and Series 65 held through Southwest Investment Advisors.