Rick Vance began his investment career nearly 40 years ago, working with families, executives, and business owners.
Throughout his long career, Rick believes that clients who create, implement, and maintain proper asset allocation are among those that are better equipped to overcome the challenges of market volatility.
As a result of this process Rick enjoys many long standing client relationships over generations.
Rick stays active in the community having served on boards and committees supporting a list of Cincinnati Educational and Charitable Organizations.
Rick and his wife Terri live in Hyde Park, and have three grown sons.