Our Team

Rick has been helping families and small business owners with comprehensive financial management since 1996.

He believes everyone deserves access to top quality guidance in all aspects of their financial lives, and that as a person’s situation changes, their investments need to change with it.

Rick currently holds the Series 7, 24, 63 and 65 designations through LPL Financial. He is also licensed and qualified in Accident and Health, Life Insurance, Long Term Care Insurance, Disability Insurance, and Variable Annuities through the State of Colorado. He earned his CFP® designation in September of 2000.

Rick and his wife have been married since 1990 and have two adult sons.

Other states he is licensed in are CA,FL,MN,MI,WI,IL,KS,TN,NY,TX

He also has Completed the Wharton Executive Education Retirement Planning Program.

• Question: What problems do you solve better than anyone else? – Distilling complex concepts into an understandable format.
• Question: In a sentence describe your ideal client? – Someone who takes their finances seriously, and wants professional guidance.

Highly organized and personable Client Services Coordinator with 20 years of experience in providing exceptional front-desk and administrative support. Adept at creating welcoming environments, managing schedules, and handling high-volume communication. Proven ability to maintain confidentiality, multitask efficiently, and deliver professional service to clients and colleagues. Has been married for 25+ years, has 2 dogs Dahlia and Ghipli, loves to go on cruises all over the world, and loves to travel.