Rick is a Texas native and earned his degree in finance from the University of Texas. In 2013, he received the AAMS® and AWMA® professional designations and completed his CFP curriculum at SMU. He is passionate about helping today's youth and his community by volunteering with Big Brothers & Big Sisters of America, the Special Olympics, and serving on the city council. Rick also enjoys spending time with his wife and 5 children, being outdoors, and hiking.
Series 7 Series 63 Series 65 Series 66 AWMA® AAMS®
University of Texas Southern Methodist University
What inspired you to get into this line of work?
Growing up, I realized that there were a few interests that I wanted in my career: One, I wanted to improve or add value to people, and two, I loved working with numbers. As I considered various professions, I realized that Wealth Management provided both. In this industry, to be successful, you have to want to help people first and foremost. Without that being your main objective, you will struggle as an advisor.
What's one piece of insight you wish all families knew?
It's never too late to make changes now to improve your financial situation.
What excites you most about working with Addio families?
I love working with families that are already in the process of taking the steps necessary to improve their family's future.
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