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Specialties
Dedrick L.
Adell is the President/CEO of Holistiq Planning, LLC, which educate clients on their personal retirement strategies such as achieving tax advantaged and tax minimized retirement. Dedrick is originally from Blytheville, Arkansas, and a graduate of Blytheville High School. Upon graduation, he enlisted in the United States Marines Corps. Following his military service, he attended Park University in Parkville, Missouri, where he attained a bachelor’s degree in Management and Finance. As Dedrick grew in his call to ministry, he attended Andersonville Theological Seminary in Andersonville, Georgia, where he graduated Summa Cum Laude with a Bachelor of Divinity in Pastoral Leadership. However, he did not stop there. He went on to pursue and obtain a Master of Arts in Ministry and Master of Divinity degree from Luther Rice Theological Seminary in Lithonia, Georgia. Most recently, Dedrick graduated from the Texas A&M School of Law with the Master of Jurisprudence in Wealth and Tax Management. In addition to his formal education, Dedrick has numerous professional licenses and certifications including Chartered Financial Consultant, Chartered Retirement Planning Counselor (CRPC®), Certified Tax Specialist®, and Accredited Investment Fiduciary (AIF®) to name a few. His current business memberships include an active membership in the National Association of Insurance and Financial Advisors (NAIFA), a member of The Financial Planning Association of Dallas Ft Worth, and a qualifying member of The Kingdom Advisors of Dallas. Dedrick is involved in many community organizations including Urban League of Dallas/Ft. Worth, Texas. He currently serves as an Associate Minister at Friendship Baptist Church of The Colony, serves as a facilitator in the Grief Ministry and New Members Orientation.
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Always free for clients.
ChFC, CRPC, AIF, AEP, CKA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
SECURITIES PRODUCTS AND ADVISORY SERVICES OFFERED THROUGH PAS, MEMBER FINRA, SIPC. FINANCIAL REPRESENTATIVE OF THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA® (GUARDIAN), NEW YORK, NY. PAS IS A WHOLLY-OWNED SUBSIDIARY OF GUARDIAN.