Ricardo provides Retirement Planning services and is heading up our new office in Austin, TX. He graduated from Purdue University, where he majored in both Industrial Management and Finance.
Ricardo began his career interning as an FA with Summit Financial Group of Indiana. He then went on to a rigorous training program at Edward Jones before going to work with Summit Retirement Advisors LLC in Austin.
Apart from his financial expertise, Ricardo is a greatly talented tennis player. He has been playing since he was 5 and has competed in Junior Grand Slams (French Open, Wimbledon, US Open), and he played for the Purdue Men’s Tennis team. Fluent in English and Spanish, Ricardo loves staying active, not just by playing tennis, but also getting out into nature and enjoying the great outdoors.