About Rick
Rick develops financial plans for clients that give them peace of mind when making current and future financial decisions. He has a particular knack for helping young families achieve balance as they navigate competing financial priorities. An educator at heart and by training, Rick takes time to answer questions and explain options in easy-to-understand terms.
Rick lives in Asheville, and when he’s not supporting clients, you can find him hiking, mountain biking, and playing water polo and tennis. He also enjoys exploring Asheville and the surrounding mountains with his wife and two children and volunteering locally. Rick is the treasurer of the school board and member of the finance committee with Evergreen Charter School.
Education and Professional Milestones
-Pepperdine University - degree in business administration
-Worked as a lead financial planner for Davis Financial Planning
-Has also held roles in mathematics education in Asheville, North Carolina, and working with at-risk youth in foster care and residential treatment group homes
Rick develops financial plans for clients that give them peace of mind when making current and future financial decisions. He has a particular knack for helping young families achieve balance as they navigate competing financial priorities. An educator at heart and by training, Rick takes time to answer questions and explain options in easy-to-understand terms.
Rick lives in Asheville, and when he’s not supporting clients, you can find him hiking, mountain biking, and playing water polo and tennis. He also enjoys exploring Asheville and the surrounding mountains with his wife and two children and volunteering locally. Rick is the treasurer of the school board and member of the finance committee with Evergreen Charter School.
Education and Professional Milestones
-Pepperdine University - degree in business administration
-Worked as a lead financial planner for Davis Financial Planning
-Has also held roles in mathematics education in Asheville, North Carolina, and working with at-risk youth in foster care and residential treatment group homes