Originally form the Chicago area Ric has been a Bay Area resident for over 35 years. He has an undergraduate degree from Northwestern University and served as an officer in the United States Navy. He attended Harvard University and received a Masters of Business Administration degree with a concentration on financial management. Subsequently, he earned a second Master’s degree in Taxation and has been an independent wealth advisor for over 30 years.
Ric is a former President of the San Francisco Estate Planning Council and active in the Marin County Estate Planning Council. He is a well-known, respected speaker on a wide range of financial subjects. He conducts a popular series of workshops throughout the year that help people understand how the wealth management process leads to better financial decisions.
Ric is active in community organizations such as Rotary, the Tiburon Heritage and Arts Council, and currently serves as a trustee on the Belvedere Tiburon Library Agency.
His hobbies include jazz piano, skiing, golf, cooking, and the study of American History.