Rick joined the financial planning department in September 2019 and serves as a senior financial planner. Rick has over six years of experience in financial services. His primary responsibilities are to prepare financial plans, manage the planning process, and maintain client relationships. Rick earned his BS in Applied Economic Management with a minor in Business from Virginia Polytechnic Institute & State University. He also is a CERTIFIED FINANCIAL PLANNER™ professional.
Rick grew up in Southwest Virginia and now resides in Vienna, Virginia, with his fiancée. He enjoys working out, traveling, and spending time with his family and friends.