Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Principal
Chicago
Client Advisory
Rick is a Principal in the firm’s Retirement Plan Services Group, primarily serving the retirement plan needs of the private/higher education community. With his vast industry knowledge and previous work as a college professor, Rick has distinct insights and expertise for serving this unique client segment.
Prior to joining Cerity Partners, Rick was a Senior ERISA Consultant with Blue Prairie Group and served as the firm’s Higher Education/Nonprofit 403(b) Practice Leader. He also worked for CFP, Inc. as a fiduciary consultant for the 403(b)/401(k) plans of their private college and university clients. Before entering the financial services industry in 2002, Rick served on the faculties of several different institutions of higher education, including Bradley University (Peoria, IL), Bowling Green State University (Bowling Green, OH), and Bluffton University (Bluffton, OH).
Because of his experience and expertise with college and university 403(b) plans and fees, Rick has been asked to serve as an expert witness for several class-action lawsuits involving a number of well-known universities.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.