Rick has helped clients work toward achieving their financial goals for over 20 years. He is a graduate of the University of Nebraska and began his career in 1985 with one of the leading financial service firms on Wall Street. This foundation has enabled Rick to provide a well-rounded financial planning experience for his clients. Rick specializes in working with individual investment accounts, estate planning & evaluation, trust accounts, retirement plans, and also with corporations, foundations, and endowments.
During his years in the industry, Rick has been recognized for the financial advice, education, and services he has provided. Rick is a Registered Financial Consultant, RFC®, holds a Series 7 and 24 FINRA registrations through LPL Financial, and is currently enrolled in the Certified Financial Planner Practitioner program.
Rick has lived in the Lincoln area for over 25 years and is active in his church as well as a member of Lincoln Independent Business Association, active with the Nebraska Rebounders Club, and a YMCA volunteer coach. Rick and his wife Lisa have 2 children, Abby and Jonathan. In his free time he enjoys traveling, sports and music.