With over 20 years of experience in the financial services industry, Rick is dedicated to helping individuals and families achieve financial independence and security. Specializing in retirement planning, investment management, tax strategies, and estate planning, he works closely with clients to create personalized strategies that help them reach their financial goals and build a lasting legacy for future generations.
Rick focuses on providing tailored, actionable advice that empowers clients to take control of their financial futures. By offering clear, step-by-step guidance and regularly reviewing plans to ensure they remain aligned with changing life circumstances, he helps clients stay on track and adjust as needed.
As a Certified Wealth Strategist (CWS), Rick combines technical expertise with a client-focused, personal approach to deliver results-driven financial planning. His commitment is to give clients the confidence to make informed decisions and achieve financial success, whether it’s growing wealth, minimizing taxes, or securing the future of their loved ones.
Rick earned his Bachelor of Arts in Accounting from Western New England College and currently resides in New Jersey with his wife and son.