Rick is an associate director in the Scottsdale office. He assists clients in the development and implementation of their wealth planning strategies. Rick has over 17 years of experience in the financial services industry.
He was previously a financial associate with Lowry Hill and played an integral role in the growth and development of the Scottsdale office. Rick also led multiple firm-wide special projects focused on tax reporting, market analysis, and IRA law changes. Before joining Lowry Hill in 2001, Rick was an assistant manager at a Phoenix investment bank, where he specialized in their medical receivable factoring fund. He was responsible for coordinating the operations of the fund and providing analysis of the fund’s assets.
Rick received his master’s degree in business administration and his bachelor’s degree from Arizona State University. He is a Certified Trust Financial Advisor (CTFA) and a CFP® professional. Rick is a SAFE-registered mortgage loan originator (NMLSR ID 871733).
Rick is co-chair on the board of the Arizona Friends of Foster Children Foundation and is also a baseball coach with Tempe South Little League. His past philanthropic work includes teaching courses for Junior Achievement and serving as a big brother in the Big Brothers/Big Sisters program.
Rick, his wife, Denise, and their son live in Tempe, Arizona.