In 1997, Rick began his wealth management career in the San Francisco Bay Area. He has spent the last two decades guiding high net worth individuals through their financial lives with his deep knowledge of tax and estate planning. Rick is a Partner at Conway Partners, a registered investment advisor. Prior to working in wealth management, Rick was the Director of Development for Young Life, a non-profit organization that helps "at-risk" youth. In this position, he helped high net worth individuals with sensitive tax issues and implemented family estate plans. Rick assisted in raising millions of dollars for at-risk and disabled kids throughout the San Francisco Bay Area. Previously, Rick