OUR TEAM

Rick Vanhoosier

Born and raised on a farm in the Texas Panhandle, Rick learned the values of hard work, integrity and service at an early age. Those principles have guided him throughout his life and career, from serving more than 20 years in the United States Air Force to leading faith-based organizations for over two decades before entering the financial services industry.

Rick holds a B.A. and M.Ed. from the University of Maryland, an M.A. from Baptist Bible Graduate School of Theology and an M.B.A. in Corporate Finance from Jones International University. He has earned the Federal Retirement Consultant designation, passed the Series 65 Investment Advisor Law Exam and is currently pursuing the Retirement Income Certified Professional (RICP®) designation.

As a Retirement Income Planner, Rick specializes in helping individuals and families create retirement strategies designed to protect and maximize their income. His goal is to provide a comprehensive, one-stop approach to retirement planning that helps clients feel confident about their financial future.

"My desire is to share how to retire in a way that honors God, but that doesn't just happen—it requires intentionality," says Rick. "I have been deeply involved with my faith my whole life, so there's no way I can separate that from the way I do business. I want to provide my clients with peace of mind regarding their retirement years and know they can trust that I'm looking after their best interests."

Rick is known for his commitment to accessibility and service. He typically returns client inquiries the same day or within 24 hours, and clients have direct access to him, including on weekends when needed.

In addition to his financial practice, Rick has taught financial education for more than 30 years in a variety of settings and has served in numerous leadership and teaching roles within his local church for over 40 years. He remains passionate about helping others gain confidence and clarity in their financial lives.

Rick met the love of his life, Thelma, while serving in the military. They have been married for more than 40 years and are blessed with three sons: Stephen and his wife Jackie, Michael and his wife Breanna, and David. They are also proud grandparents of six grandchildren.

When he's not working with clients, Rick enjoys spending time with family, playing golf, admiring fast cars and growing deeper in his faith.