As Portfolio Strategist, Rick is responsible for researching the investment landscape, evaluating alternatives, and continuously analyzing client portfolios to help ensure alignment with their goals. He stays informed by absorbing market news, data, and objective insights to support well-informed investment recommendations. In addition to managing all security trades, Rick assists advisors with planning tools to enhance client strategies.

With 20 years of experience in the financial services industry, Rick holds Series 7, 63, and 65 registrations, along with Life, Health, and Disability Insurance licenses. He has also earned the prestigious Chartered Financial Analyst® (CFA) designation, reflecting his commitment to the highest standards of investment expertise.

Rick resides in Loganville, PA with his wife, Jaime, and their daughter, Riley. Jaime serves as an ER nurse at Lancaster General Hospital, while Riley attends Dallastown Area High School. The family is active in their church, Living Word Community Church, and participates in foreign missions. Outside of work, Rick enjoys reading and staying active through softball and basketball.