Rick joined Consolidated Planning after starting his career with a Big 8 Accounting firm in Texas, working for a private real estate investment syndicator and then coordinating an IPO for a REIT in Denver, Colorado. Rick enjoys developing lifelong, trustworthy relationships, which allows him to educate individual clients and business owners to help them intentionally plan, save and invest for their future. This, in turn, allows them to protect what they worked so hard to build over the years, and furthermore to enhance their ability to accomplish their most important goals and priorities.
Rick and his wife Cathy have 3 children - Keith, Jessie and Jamie. They are active members at Carmel Baptist Church and Rick currently serves as the Chairman of the Finance Ministry Team. They love to play cards and games and enjoy experiencing the beauty of nature outdoors.
Registered Representative and Investment Advisor of Park Avenue Securities
Not practicing CPA for Guardian or its subsidiaries or affiliates.