6115 Park South Drive
Suite 200
Charlotte, NC 28210



Rick Addis

Rick Addis

Rick is a graduate of The University of North Carolina at Charlotte.  Rick has over 20 years of benefits experience specializing in qualified retirement plan consulting.  He works with the team as an independent consultant helping clients with plan design, plan operation and employee benefit meetings.


Rick and his wife Beth are natives of North Carolina and have three children.  He is an active member of Sharon Presbyterian Church.  Outside of work he enjoys spending time with his family, outdoor activities and attending UNCC Football and Basketball games.


Check the background of this investment professional on FINRA’s BrokerCheck.

Contact Rick

6115 Park South Drive, Suite 200,
Charlotte, NC 28210
Phone: 704-572-1121
Fax: 704-554-6037