Rick Dunnett was born in Ann Arbor, Michigan before moving to the South suburbs of Chicago. He attended Marian Catholic High School in Chicago Heights before going on to Eastern Illinois University where he studied economics.
He began his career working in the pits at the Chicago Board of Trade and is now at Hammer Financial Group pursuing his true passion of helping retirees and pre-retirees navigate the complex issues of social security maximization, Roth conversions, tax mitigation and income planning. Over the course of his career, he has worked for major Wall Street firms where he developed expertise in portfolio management, private equity and venture capital.
Rick lives in Schererville, IN with his wife Gaby and his two daughters, Sofia and Renee. He enjoys spending time with his family, which includes coaching his girls’ softball teams and being in the outdoors. His favorite hobbies include musky, steelhead and salmon fishing, golf and cheering on the Chicago White Sox. He also ran the Chicago Marathon two times.
In realizing the importance of a well-constructed retirement plan and how much poor information was easily made available to those looking to retire, joining AFEA was a logical next step. “People work their entire lives, saving the best they can to hopefully retire one day in comfort…. then making poor decisions on major issues such as Social Security and estate planning to ultimately have their wealth taxed away….retirees simply lack the tools or trusted professionals to assist them.”
Rick is passionate about planning and learning about his clients’ dreams in retirement. He wants them to look forward with anticipation – not apprehension.