How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Greg Rickert
Gregory (Greg) M. Rickert, CPA, CFP, CIC Greg has been married to Traci Rickert since 1994. They have been blessed with two daughters Cara, 1996 and Catherine (Catie), 1998. His number one priority is developing a family rooted deep...
Jake Jalufka
Jake graduated from Texas A&M University in 2016 with a degree in Finance from Mays business school. Although his passion has always been real estate, he has spent the last 3 years as a Financial Consultant. Jake has developed a deep...
Taylor Davis
Taylor graduated in 2013 with a Business degree from Abilene Christian University. After graduation, Taylor moved to Houston where he pursued his passion for teaching and coaching. While at Brazos High School, he spent 2 years teaching...