Rick began his career as a CPA with Coopers & Lybrand and then served as the Chief Financial Officer with Rosenberg Real Estate Equity Funds (RREEF). In 2006, he established Lifetime Legacy Services, a boutique financial services firm specializing in real estate, concentrated wealth strategies and legacy planning. In his current position as a financial advisor with Wealth Enhancement Group, Rick employs a creative approach to customizing financial strategies that help his clients achieve their financial goals and dreams. 

Outside of the office, Rick enjoys spending time with his wife, Ramona, and has four adult children. He is also an avid tennis player, produces play, and is the author of the book, Investing 3.0: What the Creators of Index Funds Discovered and How to Profit from It.