Rick has over 30 years of experience in personal financial planning, estate planning, investment management, taxation, corporate finance, and business consulting. As a founding member of the Financial Advisory Group, he served as their Chairman and Chief Executive Officer before joining Wealth Enhancement Group in 2024.

Rick is a former president and current member of the Board of Directors for the American Academy of Attorney-Certified Public Accountants (AAA-CPA) and is actively involved in its §501(c)(3) foundation. He is also a member of the prestigious Ed Slott, CPA Elite IRA Advisor Group.

Rick is married to his childhood sweetheart, Connie, and they have a daughter, Renee. Outside of finance, he enjoys his time outdoors jogging, racing cars, and watching sports. He loves music of all varieties.