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R. B. (Rick) Wilshire, CFP®, CSA, ATA, ATP, EA

R. B. (Rick) Wilshire, CFP®, CSA, ATA, ATP, EA

Financial Advisor


CERTIFIED FINANCIAL PLANNER™ professional, Certified Senior Advisor, Accredited Tax Advisor, and Accredited Tax Preparer, Enrolled to Practice before the Internal Revenue Service


Graduated Texas Christian University, 1971, with a Bachelor of Business Administration in Accounting.  Graduate Level Studies with the National Tax Practice Institute in Washington, D.C.  Fellow of the National Tax Practice Institute, CERTIFIED FINANCIAL PLANNER™ professional, Certified Senior Advisor, Accredited Tax Advisor, Accredited Tax Preparer.  General Securities Representative and Chapter Director with Avantax Investment ServicesSM and an Investment Advisor Representative with Avantax Advisory ServicesSM.  Life Insurance and Property and Casualty Insurance licensed with the State of Texas


National Associations of Tax Practitioners, Financial Planning Association, Society of Certified Senior Advisors, National Association of Accountants, The Fort Worth Club, American Quarter Horse Association, National Cutting Horse Association, Palomino Horse Breeders of America, Birdville Baptist Church, Fort Worth Masonic Lodge No. 148, Scottish Rite Bodies, Moslah Temple Shrine, Texas Christian University Alumni Association, The TCU Frog Club, TCU Ex-Bandsmen Association,  The Addison and Randolph Clark Society of TCU, Birdville Baptist Church Orchestra, Fort Worth Stock Show and Rodeo Equine Scholarship and Parade Committee.


President, First Vice-President, Treasurer, and Board of Directors of National Association of Enrolled Agents, Trustee of the National Association of Enrolled Agents Education Foundation.  Charles Goodnight Enrolled Agent of the Year Award,   Two term President of Texas Society of Enrolled Agents.  NAEA/Commissioner of Internal Revenue Service Liaison Committee, Chairman of State Government Affairs and Budget and Finance Committees; District Director of Internal Revenue Service Advisory Committee (Dallas District), Outstanding Jaycee of Fort Worth, Advisory Director to Score a Goal in the Classroom, Listed in Accounting Today Magazine as one of the Top 100 Most Influential People in Accounting, listed in Who’s Who in the Southwest, Parent Leader of Calvary Christian Academy, Committee Member of Boy Scouts of America Troop 336.