Rick Baumgartner

Financial Advisor


20150108_222945_011After graduating from Ambassador University in 1976, Rick worked with C.I. T. Corporation as a field underwriter for several years before being ordained and serving as a pastor in churches in Houston, TX; Muncie, In; Bellevue, WA; and Medford, Oregon. Rick Launched his career in insurance and securities in 1999 when he joined Mutual of Omaha as an insurance agent and securities licensed representative. In 2005 Rick started his own Insurance Agency under the name Senior Info Services, Inc. Rick became an independent RIA firm under the name Senior Info Services in 2008 before joining SkyOak Financial in 2014. Rick is a Vietnam veteran who served in the infantry with the 4th Division from 1969-1970. He enjoys playing the guitar and participating in jam sessions in the local area.

20150216_190117Rick has four children, three boys and a girl, that are scattered in 3 western states. He loves to spend his leisure time with  his children and 7 grandchildren who are the love of his life. Rick enjoys working with the senior market and has a  passion for helping people understand the  options that they have in various insurance products and safe investments. His primary focus on the investment side is giving his clients: safety, a reasonable rate of return and a simple process that they can understand. [clear]

Education

  • Ambassador University, Texas, BA Theology, Minor Journalism

Certificates & Licenses

  • 1976 Certified Retirement Financial Advisor C.R.F.A.
  • 2005 FINRA Exams Passed: Series 65