When he's not in the office, Rick loves spending time with his family, cycling, and reading. He and his wife Jenny have two children, Jack and Sarah, and two dogs, Coco and Hazel.
- Bachelor of Arts in History with a minor in East Asian Religions from Middlebury College
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- The American College of Financial Services
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC ®)
- Chartered Advisor for Senior Living (CASL®)
- FINRA Series 6, 7, 63, 66, 9, and 10
Professional Background
As a founding member of Clarity Financial Planning Group and an advisor of Northwestern Mutual’s Private Client Group, Rick began his career in 1989. For over thirty years, he has been helping successful business owners, executives, and families with their wealth management, protection, and distribution needs. To address both income security and legacy goals, Rick creates written plans for his clients with a focus on retirement. His unique planning process includes the evaluation of tax efficient distribution and investment strategies, as well as estate planning solutions designed to increase the probability of reaching your goals.