Rick is the owner of Oceanside Private Wealth Management, LLC which focuses on individuals and families who need guidance on their financial plan and finding appropriate solutions. Rick has extensive experience in the wealth management industry and served in senior leadership positions with several nationally known financial services firms.
Rick earned a bachelor’s degree in finance from Western Michigan University, and later earned a Master of Science in Organizational Leadership from Norwich University. He also possesses advanced training in financial planning through his Certified Wealth Strategist® (CWS®) certification. Rick is a member of the Southeast Volusia Chamber of Commerce, serves on the Economic Development Committee, a SCORE mentor and Advisory Board member for the University of Central Florida Business Incubators.