Rick applies his background as a CPA and financial auditor to his role as Partner and Private Wealth Advisor. His experience has shaped his interest in making complex financial concepts more accessible to clients.
After earning both his Bachelor’s and Master’s degrees in Accounting from the University of Utah, Rick discovered his passion for comprehensive financial planning. He values building relationships with clients and helping guide them through important financial decisions. For Rick, money is a tool best used to create memories with those you care for.
Outside the office, Rick stays active with his wife and three young daughters, whether skiing, mountain biking, or exploring National Parks together. He maintains strong community ties through volunteer work and enjoys physical fitness and nutrition in his spare time. Rick believes in recognizing where you’ve been as motivation for moving forward.
*non-practicing
