Rick is a graduate of Oklahoma State University and has had the honor of attending additional executive programs at The Wharton School of Business in Philadelphia, PA.
Rick served 8 years in the Oklahoma Army National Guard as a member of the 45th Infantry Division, both as an enlisted soldier and an officer.
For over 17 years Rick has worked closely with families to help create and manage their wealth so they can live the lifestyle they want and overcome the obstacles that get in their way.
Rick believes in the importance of building lasting relationships and understands that solutions need to be built around the needs of the client and not some simplified cookie cutter approach.
He and his team recommend a one hour "no obligation" consultation for prospective clients as a way to ensure a good fit for potential long-term relationships.
In his spare time Rick enjoys spending time with his wife, two young children, family, and friends. He also enjoys, running with his buddies, the outdoors, and OSU Athletics.
Rick serves on the board of directors for the Oklahoma Alzheimer's Association and actively supports several other non-profit organizations in Oklahoma.
Renee is a graduate of the University of Central Oklahoma with a B.A. in Business Administration. She currently holds a Series 7 and Series 66 license.
Renee has worked in the financial services industry as both a Registered Sales Assistant and in operations. She consistently strives with diligence and commitment to ensure that every client receives the highest level of service and personal attention
Renee enjoys spending time with family and friends. Dedicated to her community, she enjoys volunteering at the Oklahoma Regional Food bank and Mark Twain Elementary School.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
