Rick Moos

Richard W. "Rick" Moos is a financial services executive with 25+ years of experience advising business owners, entrepreneurs, high-net-worth individuals, and family-owned companies and farms on wealth preservation, risk management, and tax-efficient strategies. He specializes in fixed income, structured products, cash-flow planning, and installment-sale strategies that convert capital gains into working capital and predictable retirement income. This breadth of experience gives him a comprehensive command of the tools needed to protect and grow wealth across generations.

Rick has built and led income-focused distribution platforms, structured corporate and preferred offerings, and developed multi-state channels serving RIAs, broker-dealers, family offices, and institutional clients navigating growth, succession, and exit planning.

He holds an MBA from The University of Texas at San Antonio and a BS in Agricultural Economics from Texas A&M University, and maintains active securities and insurance licensure nationwide.