Rick’s professional mission is simple and steadfast: to help clients pursue financial success on their own terms. He partners closely with a select group of individuals, families, business owners, and institutions, taking time to understand both their long held goals and near term priorities. With this insight, Rick crafts tailored strategies designed to support each client’s unique financial journey. Known for his sincerity, transparency, and relationship driven approach, he strives to be a trusted guide through every season of life.
Drawing on a comprehensive wealth management philosophy, Rick addresses all four cornerstones of financial well being: investment planning, liability and risk management, estate and legacy considerations, and a disciplined commitment to always act in his clients’ best interests.
Rick began his advisory career in 2004 after joining Wells Fargo in 1996, later transitioning to Raymond James in 2020. His dedication to serving clients and his community earned him recognition on the Forbes Best In State Wealth Advisors list in both 2019 and 2020.*
A proud Albuquerque native, Rick lives in his hometown with his wife of more than 20 years, Marita. Outside the office, he enjoys family time with their two children, Julian and Gabriella. When he’s not focused on family or clients, you can often find him boxing or embracing his creative side as a member of the Screen Actors Guild.
* The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Best-In-State Wealth Advisors (2019)
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.