Advisor profile


Welcome To Our Family

I am a financial advisor who really lives my work. As a managing partner of Ricke Financial Advisory Group, I can speak from my own experience in a family business to help clients protect their businesses, provide employee and executive benefits, and most importantly, create a succession plan to keep their business thriving for years to come. I graduated from the Indiana University Kelly School of Business and gained several years of outside work experience before joining the family firm. I know how important it is to protect a family and business, and I thrive on helping design personal financial strategies to meet your goals.

I pledge to you to not only treat you with honesty, respect, and kindness, but to truly value our relationship for years to come. You can count on me and my firm for a lifetime of financial guidance. It would be an honor to work with you, your family, and your business.

17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Insurance
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Retirement Income Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Saving for Education
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Small Business
  • Retirement Planning Strategies

Education

  • Indiana University, Kelly School of Business, 1998

Previous experience

  • Stry-Lenkhoff Company, Sales, 1998-2004
  • MassMutual Life Insurance Company and MML Investors Services, LLC, 2004-2022

Interests

Outside of my career, I have a life filled with family, small kids who keep me young, and live an active lifestyle. I love spending time with my family, traveling, playing sports like tennis and basketball, watching good movies, cooking, walking my dogs, and carving pumpkins.