Senior Wealth Advisor
Rick was born in Chicago, IL and later raised in the suburbs north of the city. He attended and graduated from the University of Wisconsin-Madison in 1987, receiving a Bachelor of Arts degree with a double major in History and Journalism. He then returned to Chicago, residing in the city and beginning his career in the Finance and Insurance Industry. In 2003, Rick went to work for a national brokerage firm as an Investment Representative and then relocated to San Diego, accepting a position with American Express Financial Advisors, which was known later as Ameriprise Financial. After meeting Steve Deppe, the two began working closely together and soon became franchise owners of an Ameriprise Financial advisory practice. Rick earned the AAMS (Accredited Asset Management Specialist®) and CRPC (Chartered Retirement Planning Counselor®) designations from the College for Financial Planning in 2006 and 2007, as well as the AIF (Accredited Investment Fiduciary®) from the Center for Fiduciary Studies in June 2019. Rick is very proud of the business he has worked hard to build, providing prudent and thoughtful advice and detail-oriented service for his clients. In addition to spending time at the office and keeping in touch with clients, Rick enjoys photography, reading, hiking, and classic films. Despite being from Chicago, he is a big Padres fan and follows the team closely!
Education & Accreditation:
- University of Wisconsin-Madison, BA in History and Journalism
- AIF, Accredited Investment Fiduciary®
- AAMS, Accredited Asset Management Specialist®
- CRPC, Chartered Retirement Planning Counselor®