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Rick Zich

financial advisor, manager

Rick is in charge of the managerial duties at Southwest Investment Advisors.  As a Financial Advisor, he meets with new and existing clients and helps with problem solving.

He has a Bachelors of Science in Business and Marketing from Purdue University and an MBA from the University of Phoenix. His past 20 years of business experience includes roles of Controller, CFO, and President of consumer goods companies with double digit growth for over a decade.  He and his wife own a local jewelry boutique, Trinity Diamonds.

Outside of the office, Rick enjoys keeping up with the latest in tech news, scuba diving, hiking, playing the electric bass guitar (well, trying to), and keeping the dogs happy with long walks.

30 Minute Investment Phone Consultation

Click below to setup a 30 minute phone call with Rick to review your current situation

60 Minute In Office Investment Consultation

Click below to review available times for a free 60 minute consultation with Rick to review your current financial situation.

90 Minute Medicare Consultation

Click below to review available times for a free 90 minute consultation with Rick to review your current Medicare needs. One of our licensed Medicare associates will also be in the meeting and will call in advance to ensure you are properly prepared.
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Licensing Information

Licenses: Series 7, Series 63 held through LPL Financial and Series 65 held through Southwest Investment Advisors.