Rick is firm in his belief that offering clients straightforward financial and investment recommendations are paramount to his business philosophy. To best serve his clients, Rick possesses advanced training in financial planning and wealth management through the Certified Wealth Strategist® (CWS®) certification. He also holds multiple securities registrations including the Series 7, 9, 10, 24, 63 and 66, as well as annuity and life insurance licenses. Rick is a member of the Southeast Volusia Chamber of Commerce and focuses on local economic development, a Score Mentor and served as a board member for the University of Central Florida Business Incubator.