Managing Director Senior Financial Advisor, Senior Portfolio Manager. Rick has over 30 years of experience as an advisor at Merrill Lynch Wealth Management and was named by Barron's Magazine as one of the nation's Top 1,200 Financial Advisors in 2017 and in 2018.* He earned his undergraduate degree in Engineering from Southern Illinois University and his Masters of Business Administration in Finance from The Nova Southeastern School of Business, Miami, Florida. Rick formulates the group's long-term investment strategy and develops personalized recommendations to address the complex needs of individuals with substantial wealth. Rick was also recently name by Forbes as the Number One Financial Advisor in the state of Kansas for 2018. Rick is a Senior Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Advisors He is responsible for the direction and the team's Theme Based asset management process. Rick and his team take a holistic approach to wealth management which takes a multigenerational approach. **Investments & Wealth Institute (The Institute) is the owner of the certification marks CPWA and Certified Private Wealth Advisor. Use of CPWA and Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors. 