Rick works with individuals, families, and business owners to address a wide range of financial planning needs, including retirement income planning, estate strategies, employee benefit programs, business continuation planning, and access to trust services through a network of experienced professionals. He also conducts educational seminars and business roundtables on executive benefit programs and selective incentive strategies.

Prior to entering private practice, Rick spent 15 years at MassMutual's corporate headquarters, where he consulted with corporations on employee benefits, executive compensation arrangements, and business planning programs. He earned a Bachelor of Business Administration degree in Accounting from Western New England College in Springfield, Massachusetts.