1929 E. Royalton Rd. Bldg A
Broadview Heights, OH
When asked why he got into the financial services industry, Rick has been quoted as saying “I had an interest in how money worked and how various investments worked.” When asked why he has stayed in the industry for over 20 years, Rick said “because of the wonderful people that have trusted me with their hopes, dreams and financial goals. The reason I love doing what I do is because of my clients. I truly care for them and they are the reason I love going to the office every day.”
Rick’s career began as a CPA with Ernst & Young after graduating from Baldwin Wallace University in 1988. He entered the financial services industry in 1993 and has gained broad based experience working with families to pursue their financial goals. Over his career, Rick has conducted various financial education sessions to CPA’s and employees of NASA, Whirlpool, University Hospital, St. Vincent Charity Hospital, and the City of Cleveland amongst others.
In addition to his work as a Financial Advisor, Rick maintains an active role in the community serving as a current or past charitable board member for The Brian Muha Memorial Foundation and The Lebanese American Christian Society along with his parish, St. Maron Catholic Church. Rick and his wife Diane have four children, Rich, Danny, Adam and Callan.