With more than 25 years of experience, Rick brings a wealth of knowledge to the team. Navigating a variety of market conditions has given him the skills needed to address the most sophisticated financial needs—skills that only experience can teach. While providing overall wealth management, Rick focuses on personal and business wealth management planning, including estate planning strategies and charitable giving.
Rick is a graduate of Cardinal Stritch College, earning a Bachelor of Science degree in business administration. He and his wife, Kris, have lived in the Lake Minnetonka area for more than 15 years and they both are active members of Wayzata Community Church. Their children are in college: Jacob at St. Johns in Collegeville, Minnesota; and Sophia at Denver University in Denver, Colorado.