Rick joined Financial Council in January 2019 as an Advisor, bringing with him a genuine passion for planning and helping clients achieve their financial goals. Known for his integrity, attention to detail, analytical mindset and commitment to excellence, Rick builds lasting relationships with clients by helping them navigate complex financial decisions with confidence and clarity. He earned his Bachelor of Science in Business Administration with a concentration in Finance from the College of Business & Economics at Towson University. Prior to joining Financial Council, Rick gained valuable experience in the banking industry and held roles in project management and financial analysis. In these positions, he worked closely with operations teams to enhance business performance by identifying and implementing process improvements that drove operational efficiency.
Rick is a CERTIFIED FINANCIAL PLANNER® Practitioner and holds the FINRA Series 7, 63 and 65 securities registrations as a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network, Member FINRA and a Registered Investment Adviser.
Rick and his family reside in Baltimore County. Outside of work, Rick is passionate about personal growth and lifelong learning, often immersing himself in audiobooks to expand his knowledge. He maintains a disciplined lifestyle, starting each day with a dedicated morning workout routine. A true sports enthusiast, Rick enjoys both playing and following a wide range of sports and is a devoted fan of the Baltimore Ravens and Orioles. He also finds great fulfillment in coaching his children’s youth sports teams. In his free time, Rick enjoys traveling and cherishing quality moments with his wife and their three children.