Serving as both Financial Planning Director and Private Wealth Advisor, Rick has experience in the areas of financial modeling, asset allocation, investment selection, estate planning, personal risk management, holistic situation auditing and personal financial reporting. As a licensed CPA, he has proficiency in understanding and applying analysis to the overall economy, capital markets, corporate fundamentals, personal taxation and essential business law.
Rick is a highly organized, analytical, and detail-oriented individual. He has learned through professional and personal experience that complete and accurate data is important to make appropriate decisions. He follows this concept: theorizing before one has data inevitably causes one to twist facts to suit theories instead of theories to suit fact.
Rick was previously employed at the public-accounting firm of PricewaterhouseCoopers. Rick graduated with both a bachelor’s and Master of Accountancy Degree from the David Eccles School of Business at the University of Utah. Rick’s leadership experience includes being a selected vice president of the Brigham Young University Men’s Chorus for two years, a nationally acclaimed choir of 200 members. During the summer of 2010, Rick lived in Jerusalem, Israel and was a leader of 80 of his peers at the BYU Jerusalem Center for Near Eastern Studies.
Rick, his wife Kate and daughter Remi live in Sandy, Utah and love to travel. They have jokingly been told that their residence is more of a vacation home, because it seems they are rarely there. Between them Rick and Kate have traveled to 36 countries. Rick enjoys golfing, skiing, soccer, jet skiing, and being in the mountains. He’s been skydiving three times and has not broken a bone in his life! Any time spent with family is time well spent for him.