About Richard
Rick has more than 40 years of experience providing business consultation services and financial, income, estate, and retirement planning for small business owners, executives, and other high-net-worth individuals and their families. Through his background in accounting, he blends investment and risk management strategies with tax and estate planning to provide wealth solutions that are tailored toward individual need.
He holds a bachelor’s degree in accounting from Briar Cliff University. Rick received the Elijah Watts Sells Award with High Distinction upon passing the CPA exam and holds the CERTIFIED FINANCIAL PLANNER™️ professional designation.
Rick’s professional memberships include the American Institute of Certified Public Accountants (AICPA), Nebraska Society of Certified Public Accountants (NESCPA), and Omaha Pension Council. He is a former treasurer of the First Responders Foundation and is a member of both the St. Vincent de Paul Men’s Club and President’s Club Hillsdale College.
His personal interests are family (especially his three grandchildren), golf, and sports. His favorite teams are Nebraska football, Creighton basketball, and the Kansas City Chiefs.
Rick has more than 40 years of experience providing business consultation services and financial, income, estate, and retirement planning for small business owners, executives, and other high-net-worth individuals and their families. Through his background in accounting, he blends investment and risk management strategies with tax and estate planning to provide wealth solutions that are tailored toward individual need.
He holds a bachelor’s degree in accounting from Briar Cliff University. Rick received the Elijah Watts Sells Award with High Distinction upon passing the CPA exam and holds the CERTIFIED FINANCIAL PLANNER™️ professional designation.
Rick’s professional memberships include the American Institute of Certified Public Accountants (AICPA), Nebraska Society of Certified Public Accountants (NESCPA), and Omaha Pension Council. He is a former treasurer of the First Responders Foundation and is a member of both the St. Vincent de Paul Men’s Club and President’s Club Hillsdale College.
His personal interests are family (especially his three grandchildren), golf, and sports. His favorite teams are Nebraska football, Creighton basketball, and the Kansas City Chiefs.