Rick strives to create an experience where clients and their families across generations feel like they have a proactive "easy button," where trust is paramount, and the service goes beyond mere care to provide a sense of unparalleled support and confidence.

This journey begins with meticulous financial planning, incorporating Rick's expertise in investment strategies, retirement planning, tax optimization, estate planning, and risk management. These additional areas of focus enrich and support his ability to craft a comprehensive and tailored approach, ensuring your unique financial goals and aspirations are met with precision and foresight.

• Winona State University, Bachelor of Science, Finance
• Certified Financial Planner™ Professional
• Salvation Army Advisory Board Member

In his personal life, Rick's curiosity extends to a diverse array of hobbies. He, along with his wife and son, reside on an acreage outside of Byron, sharing the property with a donkey, six goats, and a lively flock of chickens. 

Rick extends his commitment to his community by serving on the advisory board of the Rochester Area Salvation Army and acting as Den leader for his son's Cub Scout den.

In his free time, Rick and his family are either traveling or embracing the rural lifestyle of a hobby farmer crafting farm fresh goat cheese and producing maple syrup.