Rick D. Wilkinson, CFP^®

A FINANCIAL SERVICES VETERAN

A financial services veteran since 1980, Rick Wilkinson started his career as an agent for a major property and casualty insurance carrier. He spent 28 years there. His agency grew to become one of the largest in Texas. Rick noticed that many of his clients needed more comprehensive financial advice, so he attained his CERTIFIED FINANCIAL PLANNER™ certification in 1992. Later, Rick sold his agency in 2008. He has worked as a fee-only financial advisor since 2011. Rick places a high priority on family, and he works best with clients who share the same values and would like their wealth not only preserved, but efficiently passed on to subsequent generations.

One of the many reasons Rick joined the WorthPointe team was the freedom it gave him to deliver specialized personal service, the kind that his clients deserve and expect. He helps individuals and business owners to develop appropriate strategies for building and maintaining their wealth. In 2017, 2018, & 2019 Rick earned a Five Star Professional Award in recognition for the outstanding quality of his work.

Rick and his wife, Lynnette, have been married since 1976 and are the proud parents of a son, Ryan, and daughter, Natalie. Rick became an avid golfer when his wife worked for legendary golfer Ben Hogan–but there are no similarities between the two men’s swings. He enjoys college football and spending time with family and friends. Rick and Lynnette attend Christ Chapel in Fort Worth and support Restore Hope Ministries.