Rick is a Dean's List graduate of Susquehanna University who earned his CFP® certification in 1994 and his ChFC designation in 1999. Rick is a registered representative with Sagepoint Financial. and an investment advisor representative with Sagepoint Financial. He is also currently certified by the Financial Planning Board of Standards and is a member of the National Association of Insurance & Financial Advisors and the Society of Financial Service Professionals, where he serves as an advisor to the national board.
Rick is an active member of Westminster Presbyterian Church, an Eagle Scout and a Dale Carnegie graduate. Rick, his wife Sally, daughter Anna and twins Owen and Elizabeth live in Wilmington and enjoy cultural arts, nature and travel.