Conservant Financial Team

“True success is helping other people to live their best life”.

Rick has been helping clients to build, manage, preserve, and transition wealth for over 25 years.  His passion is helping people to find clarity and purpose for their wealth, and then working with them to develop and implement strategies that give them confidence in their ability to achieve their goals.

After graduating with a degree in Business Administration from Baylor in 1998, Rick became a Financial Advisor before being promoted to Branch Manager, Complex Manager and Market Leader for Wells Fargo Advisors serving Texas, Oklahoma and Arkansas. In 2022, Rick launched Conservant Financial, an independent investment advisory firm that now has 12 office locations across Texas, Oklahoma, New Mexico, and California. As of December 2024, Conservant Financial has more than $3 Billion in client assets under management.

A staunch believer in education, Rick served on the Board of Directors for the San Antonio Education Partnership, the Advisory Board to the National Hispanic Scholarship Fund, and is a past Board Member of St. Mary’s Episcopal School of Edmond, and of Junior Achievement of the Coastal Bend. Rick also served on the FINRA District 5 Committee from 2016-2018 and served on a national advisory council dedicated to the training and development of financial advisors.

Securities Registered in the following states: TX, OK, NC, NM, MO         
Insurance licensed in the following states: OK, TX, NM

“No amount of knowledge, technique, or quick wittedness can substitute for honesty and the genuine desire to help others.” ~ John C. Maxwell

Michael is a compassionate servant leader, and has been helping Financial Services professionals and clients build, manage, preserve, and transition wealth for over 16 years.

His passion is helping people experience true FREEDOM in their life and business by finding clarity and purpose for their wealth, and then working with them to develop and implement strategies that give them confidence in their ability to achieve their goals.

After graduating with a degree in Finance from the University of Texas at Tyler, Michael began his career as a Financial Advisor and later held a variety of leadership roles in Compliance, Operations, Lending & Banking and Senior Leadership, most recently as a Senior Vice President, Area Manager, where he led a team of 33 Financial Advisors in 85 community bank locations across the greater South Texas area.

Michael and his wife have 2 children, and are also speakers and worship leaders, volunteering at numerous churches, events and conferences leading prayer and worship gatherings.

Securities Registered in the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

Insurance licensed in the following states: TX

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