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. 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.