For over 35 years, Rik has advised hundreds of families towards the growth, safeguarding, use and the passing of wealth on to loved ones. Rik’s development of an independent fiduciary firm allows them the liberty of providing holistic, financially objective advice, to the families served. Taking the time to listen and learn about each client's unique situation is essential. Rik provides recommendations only after an understanding has been attained. As an Investment Advisory Representative, Rik offers a truly comprehensive financial planning with awareness to lifestyle and income needs. Their "team" approach by planning collaboratively with CPAs, insurance agents and attorneys, assists in the navigation into a competent, successful financial future.
Rik is securities and insurance licensed. He holds the Life, Health and Annuities licenses in Arkansas, California, Florida, Indiana, Kentucky, Michigan, Minnesota, Ohio, Tennessee, Texas, Washington and Wisconsin. In addition, Rik holds the Series 66 license. Rik has also earned the designation of Registered Financial Consultant.
Within the community Rik chooses to affiliate himself with organizations and community leaders who choose to invest their time and talents helping to inspire tomorrow's leaders as well as set precedent for the development of a stronger community.
- Rik actively supports Hospice and serves on the board. The Joe Nuxhall Character Education fund, the Miracle Fields, t he Yellow Ribbon and the Wounded Warriors are just a few of his favorites.
- Member of the Fairfield Chamber of Commerce and the 2010 Business Person of the Year.
The local Fairfield Chamber of commerce surveys its members/community annually. In 2010, I was selected and honored as the Business Person of the Year.
- Rik is an avid reader and shared his knowledge having served as a volunteer instructor for the OLLI program (Osher Lifelong Learning Institute) for five years at the University of Cincinnati and the University of Dayton.
- Past host of "Straight Talk, Clear Decisions”, Rik shared his experience on a weekly basis with listeners on the internet and radio, enlightening them to make better financial decisions.