Stevens Rich—Worth Trusting
The partnership of Stevens Rich PLLC is composed of John C. Rich, CFP® and Bart Stevens, CFP®.
John Rich had a 26 year career as an accountant and was a Certified Public Accountant while working in the electric utility industry. Twelve of those years, from 1988 to 2000, were spent with the local Kerrville municipal electric company as the Chief Financial Officer. Part of the duties of the office included being the Chief Investment Officer with the responsibility for a $12,000,000 investment portfolio. In 2000, John joined A. G. Edwards & Sons in Kerrville. Before coming to Investment Centers of America, Inc. (ICA), he also spent 3 years with Edward Jones & Sons in Kerrville. He has been with ICA since April 2005. In May 2011 John completed a 2 year program to become a CERTIFIED FINANCIAL PLANNER ™ professional.
Bart Stevens began his career in finance in 2001 working for the Big Four accounting firm, KPMG, and its eventual spin-off, BearingPoint Consulting. After spending three years in corporate finance he felt a calling to be involved in helping people prepare for their future by working in the personal finance arena. He spent 6 years working for Edward Jones in Austin and then in Kerrville. In March 2010 he partnered with John Rich at Investment Centers of America and the new partnership of Stevens Rich PLLC was born. In March 2016 Bart Stevens achieved his CERTIFIED FINANCIAL PLANNER ™ Certification.
Linda Garrett joined the office of Stevens Rich PLLC August of 2013. She has been in the security industry for over 23 years in Kerrville; working for Massey Itschner & Co., PC, RBC Dain Rauscher, Wells Fargo Investments and Bank of the Hills / Comerica Bank. Her career interests and motivation center on client satisfaction and service.
This office has a common interest in educating people about financial subjects. A stated goal is having different product vendors present educational seminars throughout the year on topics of interest to the Kerrville community.