Rick is responsible for guiding clients through our wealth planning process, conducting review meetings, and managing client relationships. Rick specializes in investment management, tax planning, distribution options, social security optimization and is a member of our investment committee which focuses on portfolio construction.
Rick began his financial career in 2004 working at a public accounting firm. He later teamed with Ernie Moosherr as an Associate Wealth Management Advisor at their prior firm. Rick earned his Retirement Income Certified Professional (RICP®) designation from the American College in January of 2015.
Rick currently volunteers time as a Board Member for Little Lambs Day Care at Christ Church Cranbrook and as Board Member for the Motor City Water Polo Club.
Rick grew up in Beverly Hills, Michigan. He graduated from Villanova University having earned a Bachelor of Arts in Political Science and a minor in Philosophy. While there he balanced his time between academics and athletics, as a three-year captain of the water polo team. In his spare time, he likes to read, enjoy new restaurants and travel. Rick resides in Birmingham with his wife Jill and their daughters Georgie and Sophie and beagle, Donaghy.