Helping You Pursue Your Financial Goals through Budgeting, Planning and Investing
Rick has been working in the financial services industry since 2006. His objective is to help you understand your financial situation by guiding you through budgeting, planning and investing so that you may pursue your financial goals. He earned a B.S. in Business Administration from Thomas College and is nearing the completion of his MBA through his Alma Mater.
Rick has been an entrepreneur and also a manager for a large blue chip company. As a previous owner of four businesses, he has extensive marketing, sales and management experience. In 2006, Rick pursued a career change to follow his interest in the world of finance and investing. Ever the entrepreneur, he joined Choice Investments as a partner in 2009.
Holistic Financial Approach
Guiding you toward a strong financial future, Rick considers each element of your life - well beyond your finances. He seeks a thorough understanding of your unique situation, obligations and goals, taking a holistic approach that encompasses all aspects of your life. He is compassionate and non-intimidating.
Rick currently is serving on the Board of Hospice Volunteers of Waterville. He is also co-chair of the Thomas College capital campaign. Rick resides in Oakland and enjoys spending time playing golf, kayaking, and hiking.
Rick holds Series 7 and 66 securities registrations as well as a Maine Life and Health insurance license.