Rick is a member of Adviser Investments’ Portfolio Review Committee and came to the firm in 2001 from American Express Financial Advisors, where he provided individual clients with comprehensive financial planning solutions. In 2023, he was honored in Boston magazine for the tenth time as a Five Star Wealth Manager. Rick graduated from Marist College in Poughkeepsie, NY, with a B.S. in business administration, concentrating in marketing and finance. He is a member of the MA Financial Planning Association and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2005, and earned his Chartered Retirement Planning CounselorSM designation in 2009 and his Accredited Wealth Management AdvisorSM designation in 2015. Rick is an active member of the Big Brothers Big Sisters of Massachusetts Bay organization and NephCure Kidney International. He lives in Concord, MA, with his wife, son and daughter, and he enjoys running, golfing and skiing.
Five Star Wealth Manager (2013, 2014, 2015, 2016, 2017, 2018, 2019, 2021, 2022, 2023)
CFP®, CRPC®, AWMA®
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffet
85 Wells Avenue, Suite 109Newton, MA 02494
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