Rick Watkins

Founder

Rick Watkins, principal of Rick Watkins Financial Services, LLC, is in his forth decade of helping individuals and businesses with their financial needs.  Rick focuses on financial planning and wealth management, with a concentration on business and estate planning.  Unique knowledge and innovative tax-planning techniques, in combination with creative plan designs and products help Rick provide solutions to assist his clients achieve their financial objectives.  He takes pride in not making “cookie cutter” recommendations as he realizes everyone's situation and objectives are distinctive.

A Certified Financial PlannerTM professional, Rick received his Masters Degree from Central Missouri State University and received the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College in Bryn Mawr, Pennsylvania.

Rick is a member of the Rotary Club and the Southwest Indiana Chamber of Commerce. He also holds Top of the Table recognition in the Million Dollar Round Table*.  Rick is past president of the Evansville Chapter of Financial Services Professionals, formerly known as the American Society of Chartered Life Underwriters and Chartered Financial Consultants.  He is also past president of the Southwestern Indiana Association of Insurance and Financial Advisors.

Rick is a strong supporter of the Rotary Club, THE MDRT Foundation, and served for many years as Treasurer for the Resource Agency for the Deaf and Hard of Hearing.

Rick and his lovely wife Janet live in Evansville, Indiana.  They have two children, three grandchildren and four great-grandchildren.  In his spare time Rick enjoys bowling on local leagues and spending time with his family, and cooking for family and friends.

* Members qualify for the Million Dollar Roundtable (MDRT) and Top of the Table recognition based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards. 

 

 

Phone 812-476-2856
Fax 812-476-2823