Rick relies on his more than 20 years of experience in the financial services industry to help his clients pursue important goals and dreams. His focused practice allows him to provide personalized attention to each client, offering guidance that allows for informed decisions. Financial well-being is at the center of the comprehensive financial plans he creates.

Though he works with clients of all types, Rick has specialized knowledge in the area of retirement income planning and helps clients navigate financial decisions that come along with this transition. Rick puts his clients’ interests first and strives to serve each client with excellence.

Rick joined Raymond James in 2019, drawn by its client-first values. Before that, he built his practice over 20 years at Ameriprise Financial. He graduated from SUNY Geneseo with a B.S. in management science.

Staying connected to the community is important to Rick, who serves as a youth lacrosse coach and was a board member of Smithtown Lacrosse from 2008 to 2015. He lives in Smithtown, New York, with his wife, Kelly; they have two sons, Ryan and Kevin. When he’s away from the office, he stays active working on personal fitness and also competes in Spartan races.