A financial professional since 1987, Rick’s in-depth knowledge of planning issues comes from a broad range of experiences. He works with investment management, business planning, and retirement planning. Rick holds the Accredited Investment Fiduciary (AIF®) certification, which has provided him with knowledge of fiduciary standards of care and their application to the investment management process. His years of experience and education have made him a versatile professional capable of assisting clients with a variety of services, from business succession planning to retirement planning. Connect with us on Facebook. Learn more here.
