Rick joins IWP with 25 years of experience on Wall Street. During his tenures with Morgan Stanley and Ameriprise Financial, he has skillfully guided his clients through some of the most dynamic markets in over a century. Rick’s proactive investment management approach is integral to comprehensive financial planning and he recognizes that wealth management is inclusive of investment consulting, advanced planning and relationship management. A special area of focus for Rick is assisting business owners in developing strategies to reduce taxes, increase retirement savings, and develop an equitable exit strategy on their terms.
Rick is committed to service in his community including participation with local conservation groups. He is involved in mentoring, counseling and leadership in his local church. He enjoys backpacking, fishing, Dutch-oven cooking and storytelling. As an outdoorsman, he is extremely comfortable in nature and enjoys taking families exploring for neon scorpions in our local state park as well as teaching young people how environmental systems function in our local context. This is all in addition to spending time with his eleven (11) grandchildren.
Rick is a Certified Financial Planner (CFP©), a certification awarded by the Certified Financial Planner Board of Standards. He has held general and state securities registrations since 1995. Rick has earned degrees from Cal Poly, San Luis Obispo (BS, Landscape Architecture ’78) and Golden Gate University (MBA ’87).