Rick has always had an intrinsic interest in financial and retirement planning, having opened his very first retirement account before graduating college. After college Rick enlisted in the Army National Guard as a combat medic, shortly thereafter being recommended for Officer training. All the while, Rick maintained his interest in the financial world. So much so, that during his deployment to the Middle East as a Field Artillery Officer, his platoon gave him the call sign “Wall Street.” As a platoon leader, Rick mentored his soldiers and encouraged them all to make smart money decisions and to plan for their future. Rick has always had an interest in customer service and putting his clients’ needs first. His military training and combat experience has given him the ability to formulate strong plans based on calculated decisions in complex environments. This experience has prepared him to navigate through the needs of his clients in order to formulate a solid plan with a strong foundation. Rick thoroughly enjoys meeting with clients and evaluating and creating strategies for their Social Security, Medicare, and Retirement Planning.
Rick also stresses retirement planning education and conducts pro bono training for AFEA (American Financial Education Alliance) to increase community awareness of the options for retirement and to ensure benefits are maximized to their fullest potential.
Rick currently serves as a Captain in the Army National Guard. He, his wife Abby, daughter Zoe and dog Sadie live in Wallingford.
