After several years in the medical industry, Rick transitioned into finance in 2013, combining his passion for math and science with a client-focused approach. He recently joined 3P Wealth Advisors after a decade of working with Bill Lockwood. Rick works with families and business owners to “put the puzzle together,” creating personalized financial plans that evolve as life and goals change. As an independent advisor, he uses a flexible approach and serves as a fiduciary with his advisory clients, always putting his clients’ best interests first. A graduate of Villanova University, Rick holds Series 6, 7, 63, and 65 licenses with LPL Financial, along with a Missouri Life and Health license. He lives in Chesterfield, Missouri with his wife and three children, and enjoys golf, music festivals, and coaching youth