Diligent and detail-oriented, Rick enjoys presenting clear-cut investment analyses and goals to clients. He is driven by helping clients feel comfortable in retirement and live within their means by developing and implementing a comprehensive financial strategy aligned with their objectives.
Rick specializes in providing portfolio allocation analysis, focusing on specific details of potential risk areas and volatility. As part of this process, he takes time to discuss the global economic issues that will impact investment selection. Specifically, he helps individuals and business owners streamline their tax situations and helps with income planning for retirement.
Before joining Raymond James more than 20 years ago, Rick had a successful career as a certified public accountant (CPA). He holds a bachelor’s degree in finance and management from the University of Illinois at Chicago and a master’s degree in taxation from DePaul University.
Born and raised in a northwest suburb of Chicago, Rick lived in the Chicago area before moving to Naples, where he has resided for more than 25 years. He lives with his wife, Heidi, and their collective three sons, Jacob, Nick and Taylor, in the Estates area.
Raymond James does not offer tax services.