Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Retirement Plan Distribution


  • APMA™ Accredited Portfolio Management Advisor™


Rick and his wife Patsy are HUGE fans of auto racing, especially dirt track racing, & attend as many events as possible. Late Models, Sprints, Modifieds, or Stock Cars from pure stock to Nascar, we love it all. And as much as we love the racing, as a good friend always reminds us: "The best part of racing is the people!' We've made so many friends in the racing family.

They enjoy RVing, often traveling by RV to attend racing events.

Rick and Patsy enjoy country living near Springfield Nebraska and enjoy time with 2 grown daughters and 4 grandchildren, friends and neighbors.