With a keen sense of propriety, technical knowledge, and professionalism, Rick’s practice spans over three decades and focuses on the Personal CFO process. His carefully selected clients include business owners (including multi-generational businesses), retirees, professionals, and executives. After thoroughly understanding his clients’ needs and life goals he helps them arrange their investments to match their accumulation strategies and risk tolerances, implement complex business transfer strategies, and plan their estates to avoid severe erosion due to estate taxes.
Rick is active in the community, serving as an Executive Board Member of the Denver Area Council Boy Scouts. He’s a recipient of the Denver Area Council’s Silver Beaver Award and District Award of Merit. He is a past board member of the Denver Association of Life Underwriters, a recipient of the Arthritis Foundation’s Cum Laude Award, a past Rotary Club member and Paul Harris Fellow, and an active member of his church.
He enjoys studying history, having traveled to many Civil War battlefields with his wife Ann, generally being in the outdoors, and fly fishing with anyone who will go with him. Rick and Ann have two sons, a daughter, and two grandchildren.