Rick is a Chartered Retirement Planning Counselor (CRPC®) with over 35 years of experience in the industry. He graduated from Northern Michigan University with a Bachelor of Science in Business Communications and has resided in the Twin Cities with his family since 1987. Now partnered with his sons, Brody and Lucas, Rick has grown his practice into a family-based operation focused on comprehensive financial planning. Their mission is to implement strategies designed to create, manage, and preserve the wealth of their clients.