Your Retirement,
Your Way
Retirement should be about enjoying life. We understand that comprehensive financial planning is not just about the numbers; it is about crafting personalized strategies for your future.
Rick Ohlhaber
President
Rick Ohlhaber has been in the financial services industry for over 34 years, bringing decades of experience and a deep commitment to helping clients achieve financial peace of mind. After earning his bachelor’s degree in finance from Northern Illinois University, Rick relocated from Chicago to Texas, where he has lived for more than two decades.
Specializing in retirement planning, Rick is passionate about helping individuals and families create worry-free retirement strategies tailored to their unique goals. His personalized approach and long-term perspective have earned the trust of those seeking clarity and confidence for their financial future.
Outside of his professional life, Rick enjoys spending time in his outdoor kitchen, where he loves smoking meats and perfecting his barbecue skills. Above all, he considers being a father to his two grown children the most rewarding role of his life.