We work with people employed at and retiring from the oil & gas industry. Our primary objective in working with clients has been to maximize the benefits offered under their retirement plan.
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Matt holds a Bachelor of Business Administration – Finance degree from Texas A&M, class of ’07. He obtained the CERTIFIED FINANCIAL PLANNER™ 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.
Rick holds a Bachelor of Business Administration – Finance degree from Texas A&M, class of ‘88. In 2006, he obtained the CERTIFIED FINANCIAL PLANNER™ certification. He also obtained the Certified Private Wealth Advisor® designation in 2017 and the Certified Retirement Management Advisor® designation in 2019. 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.