Rick Burleson, a University of Texas at Arlington graduate with a Business Administration degree, previously serviced as a captain in the US Army. His extensive career in the financial services industry has focused on addressing both short term and long-term client needs. 2025 marks the year Rick will have spent 50 years serving his clients as a trusted financial advisor, deriving great satisfaction from helping them achieve their objectives. Rick is licensed in 30 states, holding licenses in life, health, and securities licensing including series 1, 62, 63, 65 and SIE Examinations.
Beyond his professional responsibilities, Rick values time spent with his family and his Bernedoodle, Jasper, who delights in welcoming clients to the office.