Rick is a seasoned and knowledgeable financial advisor who has proven himself in developing strong client relationships and offering solid solutions. He has been a trusted consultant for his clients and keeps their financial goals in the forefront of every interaction.
Rick has been in the financial services industry since 2012. Prior to becoming a financial advisor, he owned his own software company and served as a seasonal tax preparer with H&R Block.
He is an alumnus of Western Illinois University, where he received a Bachelor of Science degree. He also earned an MBA from Keller Graduate School of Management. He holds the FINRA Series 7 and 66 licenses, as well as state life and health insurance licenses.
Born in Milwaukee, Wisconsin, and raised in the western suburbs of Chicago, Rick lived in Fountain Hills, Arizona, before moving with his wife, Cynthia, and two dogs to Sterling, Illinois. Together, they enjoy spending time outdoors and listening to music. Rick and Cynthia both love to play the piano! In his free time, Rick likes to play golf, read and work on crossword puzzles. He is happy to be back in the same state as his two adult daughters.