Rick is a member of Adviser Investments’ Portfolio Review Committee and came to the firm in 2001 from American Express Financial Advisers, where he provided individual clients with comprehensive financial planning solutions. In 2021, he was honored in Boston magazine for the eighth 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, was awarded his CERTIFIED FINANCIAL PLANNER™ in 2005, his Chartered Retirement Planning CounselorSM designation (CRPC®) in 2009 and his Accredited Wealth Management AdvisorSM (AWMA®) designation in 2015. Rick is an active member of the Big Brother Big Sister Organization of Massachusetts Bay. He lives in Concord, MA, with his wife, son and daughter and enjoys running and golfing.
Five Star Wealth Manager (2013, 2014, 2015, 2016, 2017, 2018, 2019, 2021)
CFP®, CRPC®, AWMA®
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffet
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