Rick is committed to providing honest and compassionate financial guidance for his clients. He offers assistance in comprehensive financial planning services, specializing in insurance and retirement planning. He strives to help clients maintain financial confidence, and has expertise in managing financial risk and developing customized strategies to navigate life’s unexpected challenges.
Before joining Raymond James, Rick was an owner and financial advisor at Lake Norman Financial Group for over a decade. He earned a bachelor’s degree in marketing and finance from Western Carolina University.
Rick is active in his community as a member of the North Mecklenburg Rotary Club and Lake Norman Baptist Church. Originally from Advance, North Carolina, he lives in Cornelius, and has two children, Bailey and Dillon.