Rick intends to create life-long relationships with every client and build succession plans to ensure they can pass their values and wealth onto the next generation.

Fun Facts about Rick:

• Music lover and severely under-talented guitar and piano player
• Finds joy in kayaking, cycling, lying on a beach and the lifelong challenge that is golf
• Could have been a professional football player if only he had the talent
• Grew up as the family Monopoly champion