Rick describes their white glove experience as striving to continually and consistently delivery well beyond the expectations of the most discerning client – coupling professional expertise with genuine care and attention across all aspects of the client experience. For Rick, the professional relationship represents the starting point of what he hopes becomes a mutually enjoyable personal relationship with his clientele. Life is too short not to have meaningful, impactful relationships with those whom you serve.

Throughout his career, Rick has been involved with and supports a myriad of local community and philanthropic organizations. His interest in supporting the local art community can be admired along the walls of his office. At a young age, Rick was introduced to art by his grandfather, and he found it fascinating that the local area was renowned for its art and, in fact, played a key role in the development of American Impressionism. Over the years, Rick has included several pieces on the walls of the BWM office. Ask him about his favorite piece by local artist Nelson H. White.

Rick’s own creative flair shows up in lyrical writing, guitar and vocals. If Fender and McIntosh mean anything to you, you know he’s a serious musician. Curious about his style? Look up his album under the band name Buffalo, Jr. Perfect weekends include quiet time with his wife, two daughters and their French Bulldog, Petunia, getting some exercise on a mountain bike, or playing music.

Rick earned a MS degree in Personal Financial Planning from the College for Financial Planning, an MBA through Rensselaer Polytechnic Institute, and a BA in both Economics and Anthropology from the University of Connecticut. He also completed the Accredited Wealth Management Advisor program through the Estate and Wealth Strategies Institute at Michigan State University.