Rick and his team have built a successful practice by creating strategic wealth management solutions. He has managed families, individuals and corporations through many market corrections and two recessions. Rick and his team protect the continued prosperity of more than 100 families and business owners.
Continued education and professional development are important aspects of a successful practice. With professional designations in financial planning, estate planning, insurance underwriting and financial consulting, Rick has a broad base of knowledge to draw from in assessing complex financial issues.
Rick has served in many capacities within the industry, including local chapter president of both the National Association of Insurance and Financial Advisors and the Society of Financial Services Professionals.
Active in numerous community and national charities, Rick is recognized in the industry as a leading producer, and is in high demand as a speaker on industry topics.
Rick and his spouse of 9 years, Kim are life-long residents of Birmingham, AL. In his personal time, Rick enjoys traveling, skiing and restoring classic cars.
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