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Financial Services Certified Professional®    Financial Planner   Investment Advisor

Office Locations: Indianapolis IN, Merrillville IN

“My goal is to help people retire comfortably and on their schedule"

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Why clients choose to work with Rick: 


I strive to ease the financial challenges of transitioning from working to retirement.


Secrets to his Success 

One to One Financial Advisors oversees a large portion of retirement savings programs in school systems across Indiana.  I manage those programs for several of those programs. I help teachers and school staff members understand and prepare for retirement, and beyond.

More Information about Rick

Licenses & Certifications

Financial Services Certified Professional (FSCP) designation from the American College of Financial Services. Financial Industry Regulatory Authority FINRA ( series 6, 63 and 65 Securities licenses,Life, Health and Accident insurance license.

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