Tom E. Ricks, CFP®Mr. Ricks’ business experience in the financial services industry began in 1974 and he has been active as a comprehensive financial planner serving the needs of individuals and business since 1997.
Tom Ricks is President of ETEXfinancial, Inc. a Texas Registered Investment Adviser. Tom has more than thirty five years of experience providing clients with comprehensive wealth management strategies designed to provide the most tax-efficient acquisition, use and distribution of assets. Specializing in assisting medical professionals, business owners and mid to high net worth clients, Tom’s practice involves every facet of comprehensive financial planning, including needs assessment, goal identification, risk tolerance analysis, development and implementation of investment strategies focused on wealth accumulation, current tax management and asset protection strategies. Tom has been recognized as one of the “Best Financial Planners” in Dallas by D Magazine. "2010 Five Star Wealth Manager" by Texas Monthly Other Business Activities: Program Director/Instructor SMU Certificate Program in Financial Planning / Secretary/Treasurer of ETEXinsurance Services, Inc. |
Professional AssociatesSandy Anderson, CPA/PFS, CFP®
President Tom Ricks, CFP® President/CEO of ETEXfinancial, Inc. Rusty Rutledge, CFP® ETEXinsurance, Inc. Cannon Flowers Financial Analyst |