Known for his amiable, easygoing personality, Rick’s mission is to cultivate meaningful connections with each of his clients while helping them fulfill their long-held goals and near-term needs. To do this, he provides strategic investment management and holistic financial planning rooted in highly personalized service.
In the spirit of helping clients with every matter money touches, Rick distills complex economic jargon into straightforward and applicable advice. He also helps assess their current situations, carefully determining if they’re on track to fulfilling their objectives. In cases where they’re not, Rick works with them to enact valuable changes to help them lead the lives they envision.
A graduate of Miami University, Rick holds a bachelor’s degree in finance and his Chartered Financial Analyst® designation. His past experience includes working as a retirement plan specialist at Charles Schwab for three years. In 2021, he turned his entrepreneurial vision into a reality by founding Aspire Growth Partners with Steve Zangmeister. Along with his hands-on industry experience, Rick is a member of the CFA Society Cleveland and the Akron Tax & Estate Planning Council.
Born and raised in Akron, Ohio, Rick is proud to reside in his hometown and offer his services to a community he knows and loves. Aside from indulging his wanderlust by traveling whenever he has the chance, Rick is an avid Cleveland sports fan who makes it a point to stay active through tennis and golf.
