Rick has been helping clients develop and implement advanced planning solutions since 1979. He is a featured speaker at industry events and has been published in financial planning publications. Rick holds a Bachelor of Arts Degree from DePauw University, where he graduated Magna Cum Laude. He is a CERTIFIED FINANCIAL PLANNER™ professional. In addition to serving as the firm’s chief executive officer, Rick devotes the majority of his time to working with asset management and financial planning clients. Rick generously gives time to various community groups. His fundraising and volunteer efforts have been devoted to: Arts United, Boy Scouts of America, Court Appointed Special Advocate, Eri