Insatiably curious and passionate about continuous improvement, particularly regarding one’s financial condition, Rick strives to help clients make the best decisions possible so they can confidently enjoy life’s journey. He likes to say that “getting your financial house in order, and keeping it that way forever” is his mission in life. Rick also understands that the details of personal life really matter, particularly when one’s life goals are not easily accomplished.
As a 12-year veteran of Hamilton Capital, Rick brings more than 30 years of rich experience in banking, trust, investments and financial planning.
It’s this experience that provides Rick with unique insights to help people become more financially successful. Generally, wealth in life does not just happen, but comes from a long series of good decisions that, over time, build upon and protect the progress previously achieved.
An Upper Arlington resident, Rick holds an MBA from The Ohio State University with a concentration in finance and a bachelor’s degree from Miami University. He is an Upper Arlington Rotarian and is blessed with a great family and fabulous 40-year marriage.
In college, I was referred to as “erudite” and did not even know what the term meant. Since then, I’ve been striving to read more and otherwise embrace scholarly improvement with lifelong learning in order to be a better advisor to others.