Rick joined DMKA Wealth Management in May of 2023 following a 32-year career in pastoral ministry. With a bachelor’s degree in finance and economics and decades of experience listening to and engaging with people in meaningful ways, Rick brings a unique blend of financial insight and relational depth to his work. He is passionate about helping individuals and families build strong financial foundations that support wise stewardship and purposeful living.
As a financial advisor with Raymond James and client relationship director at DMKA, Rick focuses on strengthening connections with our clients and enhancing the ways we communicate and serve. His role is centered on developing trust-based relationships and fostering a client experience rooted in care, clarity and long-term value.
Rick has been married to his best friend, Kelli, for 34 years. Together, they enjoy walking their dogs, chatting with neighbors and exploring the water on their stand-up paddleboards. They are proud parents of three grown children and delighted grandparents to a grandson and granddaughter.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.