We work with people employed at and retiring from Chevron. We have developed an understanding of the company’s plans and have been able to help many Chevron employees with their retirement goals. Our primary objective in working with clients has been to maximize the benefits offered under their retirement plan. Particular emphasis is placed upon analyzing distributions from the Chevron Retirement Plan, Employee Savings Investment Plan, Retirement Restoration Plan, Long Term Incentive Plan, Deferred Executive Plan, and any pension or deferred compensation from legacy plans of former employers. Based upon the client’s individual needs, we direct these distributions in an asset allocation model that is designed for stability, income and growth.
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Rick holds a Bachelor of Business Administration – Finance degree from Texas A&M, class of ‘88. In 2006, he obtained the CERTIFIED FINANCIAL PLANNERTM certification. He also obtained the Certified Private Wealth Advisor® designation in 2017. Rick began his career with A.G. Edwards in 2003 and joined Baird in 2013.
Rick and his wife, Karen, are long time Houston residents. Rick enjoys spending time with his children, Nolan and Elizabeth, specifically camping and hiking.
Matt holds a Bachelor of Business Administration – Finance degree from Texas A&M, class of ’07. He obtained the CERTIFIED FINANCIAL PLANNERTM certification in 2011, a Masters of Science in Personal Financial Planning in 2016, and the Certified Private Wealth Advisor® designation in 2017. Matt began his career with A.G. Edwards in 2007 and joined Baird in 2013.
Matt was born and raised in Houston where he still resides. He is very involved in the SZ Foundation charity. Matt enjoys spending time with his wife, Becky, and sons, Charlie and James, in his free time.
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