Rick Otis

Rick Otis, CPA, currently serves as a Retired-Agent Emeritus at MassMutual and as an Educator at lululemon. Previously, Rick Otis worked at Capital Strategies/MassMutual from October 2001 until August 2023 before retiring and is no longer a registered representative of MML Investors Services, Inc. In 2018, Rick Otis was a Course Instructor at The University of Texas at Austin's Center for Professional Education, leading a 12-week Tax Planning course for candidates in the CFP Program. Rick Otis holds a B.S. in Accounting from Arizona State University (1976-1979) and a Financial Planning Certificate from The University of Texas at Austin (2018).