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Rick is a seasoned financial advisor with over 20 years of industry experience. As a dedicated client advocate and counselor, Rick believes that being forthright, plain-spoken, and caring is the only way to serve. In an evolving economy, investors often don’t understand how to manage the complexity on their own. Rick’s goal is to provide the clarity, information, and resources that help our clients make sense of their wealth management while guiding their financial journey. He also brings specific experience supporting families that have children with special needs and helping manage their unique financial planning strategies.
As a senior Wealth advisor, Rick focuses his efforts on creating customized financial plans for clients and connecting their strategies to their life goals. In every step, he enjoys helping clients navigate the evolving financial and “life management” landscapes, so they design and follow a thoughtful, goals-based road map. Prior to 1997, Rick was a practicing attorney for 16 years. He applies the same passion for serving as a trusted guide in his role today supporting clients’ financial lives.
Rick believes in contributing his time to the community and has been an active volunteer in charitable, professional, scholastic, and athletic activities, and he currently serves on the investment Commitment of the North Carolina Bar Association. He greatly enjoys time with friends on the golf course, and his treasures his wife, Hargrave, and his three sons and their families.
*Accredited Wealth Management Advisor professional designation
*B.S. Business Administration, University of North Carolina
*Juris Doctor, Campbell University School of Law