Rick has been assisting his clients in achieving their financial goals for over 20 years through his tax preparation and planning practice. In addition, his extensive financial services background working in various capacities from supervisor to executive enables him to relate well to the challenges facing business owners and employees at all levels. He blends a strategic perspective with a tactical attention to detail. Combining his tax experience and business acumen has enabled him to achieve trusted advisor status with his clients.
Rick graduated from the University of Wisconsin-Madison with a Bachelor of Business Administration, majoring in Accounting. He is a Certified Public Accountant and holds the Series 7 and 66 Licenses.
Rick resides in Sun Prairie and enjoys playing golf and racquetball as well as spending time at his cabin with family and friends.