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).
Rick earned his Master of Arts from Bowling Green State University in Ohio and his Bachelor of Arts degree from the University of Idaho. He holds the Accredited Investment Fiduciary Analyst (AIFA®) designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.
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. He sits on the advisory board of Crosshill Christian School and was a founding member of the (International) Christian Fellowship of Art Music Composers.
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