Rick was born in Chicago, Illinois and raised in the southern suburbs until his family moved to Pocahontas, Iowa. Rick attended middle school and high school in Pocahontas and opted to go to Iowa State University. He currently lives in Johnston, Iowa with his wife, Katie, and his daughter, Maya, and son, Gabe. His eldest son, Gavin, is currently an active duty Marine in the 2nd Division based in North Carolina. He prioritizes travel, reading and keeping a full house of 3 dogs and 2 cats.
Rick began his career in 1992 after graduating from Iowa State University with a Bachelor of Science in Marketing and Finance. He obtained his securities licensure in May of 1992 and went to work at the Principal Financial Group as a Financial Consultant. He later joined Merrill Lynch and eventually became the Heartland Complex Sales manager and had duties in Omaha, Lincoln, Sioux City, and Des Moines. After 8 years, he refocused on a client practice and joined PaineWebber/UBS to form a team which was responsible for over 400 clients and over $250 million dollars in client assets. Rick focused on institutional and charitable organizations because of his ability to employ structure and permanence to investment decisions. The planning and fundamentals of large fiduciary money suit Rick’s style of planning based risk adverse investment management. Rick still employs a risk adverse style which focuses on a methodical data driven structure for making investment and personal financial decisions. After spending nearly 20 years in wirehouse firms, Rick made the decision to go independent and start his own practice. The independent investment advisor model most closely resembles his personal mission of providing the best, most cost-effective financial solutions and advice. Forming Paradigm Wealth Partners at LPL with Mike Sisco, a close personal friend (a brother from another mother), represents the pinnacle of his professional goals and dreams.