Wealth Manager, RJFS
Rick has decades of experience in helping clients navigate the risks and rewards of the market. This includes running his own firm for over 23 years before joining Confluence Financial Partners team in 2016. Rick enjoys building long and lasting relationships with his clients and the satisfaction of knowing his financial guidance helps make a difference in their lives.
Prior to launching his own firm in 1992, Rick served his clients at Parker/Hunter starting in 1986 after having begun his career in 1983 with Dean Witter Reynolds. He has been a member of the Raymond James Financial Services Executive Council from 2004 through 2015, and of the Raymond James Financial Services National Compliance Advisory Council since 2011.
Rick is originally from Clarion, Pennsylvania. He is a graduate of Pennsylvania State University with a Bachelor of Science in mining engineering. Outside the office, Rick enjoys spending time traveling with his family. He is also active in his church - singing in the choir, ushering and volunteering with Faith in Action. Outdoors, you can find Rick kayaking, fishing, hiking, biking and doing yard work. When it’s time to relax indoors, Rick enjoys having fun with family and friends, and reading.