Rick Perez is co-managing director of Hartmann Taylor Wealth Management. As co-managing director he oversees key strategic and operational initiatives as well as client experience solutions. Prior to joining Hartmann Taylor Wealth Management, Rick was the CEO of a successful business strategy and management firm. His experience with high-growth, data-intensive operations provides Hartmann Taylor the technological expertise to drive innovation and best practice solutions. Rick is a proud University of Texas longhorn. He is married and has two teen-age children in Dallas private schools. He spends his free time engaged with various non-profits.

Rick Perez
Co Managing Director
Hartmann Taylor Wealth Management
United States, Texas, Dallas
About Me
Profile Information
Co Managing Director
Hartmann Taylor Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Dallas
Texas
United States
May 12, 2025
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