Advisory Board Member Dedrick Adell
Texas Financial Educators Council
Dedrick Adell, a seasoned life insurance and financial services professional, was appointed to the Texas Financial Educators Council (TFEC) Advisory Board in recognition of his strong alignment with the Council’s mission and his long-standing commitment to financial empowerment. With a Masters of Jurisprudence in Wealth Management and a background in spiritual and financial counseling, Adell has expanded his focus to promoting financial wellness education for individuals, families, and small businesses throughout Texas.
Dedrick is a Registered Representative and Financial Advisor of Park Avenue Securities; and Financial Representative of The Guardian Life Insurance Company. He founded his own wealth planning business, Holistiq Planning, LLC, in 2013 with a mission to help people align their wealth with their life goals through customized retirement strategies, sound investment advice, and personalized insurance planning. Adell was honored with a Court of the Table Qualification from Million Dollar Round Table (MDRT) in 2022 – internationally recognized as the standard of excellence in the life insurance and financial services industry.
Dedrick Adell’s professional accomplishments, industry knowledge, and dedication to financial literacy make him an outstanding addition to the TFEC Advisory Board. The Texas Council is looking forward to a successful partnership with Derrick as we work together to advance financial wellness initiatives across the Lone Star State.
Accessible, Real-world Financial Literacy That Increases Resilience: Dedrick Adell
Dedrick L. Adell is the founder of Holistiq Planning, LLC and happily serves on the Advisory Board of the Texas chapter of the National Financial Educators Council. He is dedicated to empowering individuals and families to pursue financial freedom through education, strategic planning, and proactive wealth-building. With expertise in tax-advantaged retirement strategies, proactive tax planning, insurance optimization, and behavioral finance, Dedrick helps clients make confident decisions that align with their goals and values. His work emphasizes accessible, real-world financial literacy that reduces fear, increases clarity, and creates long-term financial resilience.
Through Holistiq Planning, he provides innovative frameworks that help people organize their finances, eliminate unnecessary risks, and transform income into assets that support a secure future. Dedrick is committed to expanding financial education across Texas, especially among underserved communities, professionals, and business owners seeking guidance in a complex financial landscape. His mission is to help people take control of their finances, build wealth with intention, and live with greater purpose, peace, and possibility.
Texas Financial Educators Council Board Details
The Texas Financial Educators Council Advisory Board Members drive our push to build sustainable, scalable economic empowerment programs that affect people’s lives at the community level. Our Advisory Board Members share their knowledge and expertise to guide financial wellness programs and donations to community members.
Our Board Members are professionals who have successfully passed a rigorous selection process and have proven their commitment to supporting the growth of sustainable financial wellness programming in their communities. Board members possess these traits:
Dedication
A demonstrated deep passion for raising financial wellness, empowering people, and strengthening whole communities with financial education.
Contribution
Minimum contributions of time, active participation, and communication are required of individuals and organizations selected to serve on the Advisory Board.
Integrity
Board members are individuals with a proven history of providing ethical, honest service in their local communities and maintaining strong professional values.
