
Rick believes that managing risk and being able to keep your life’s hard-earned money protected is just as crucial as growing your money.
Rick is passionate about his clients’ financial education. Whether its on the radio or in the classroom, Rick strives to bring the audience to light with real world financial truths that help Carolinians make informed choices pre- and post-retirement.
Rick has appeared on the PBS television program Money Moves and on FoxBusiness.com. He’s been a featured contributor to Fortune/CNN/Money, FoxBusiness.com and popular trade publications such as the Financial Services Journal Online. He has also appeared in the Charlotte Observer.
Away from the office, Rick enjoys visiting with his grandsons locally and daughter’s family in Kernersville, NC.