About Rick
As a wealth advisor, Rick develops financial plans for clients that give them peace of mind when making current and future financial decisions. He has a particular knack for helping young families achieve balance as they navigate competing financial priorities.
An educator at heart and by training, Rick takes time to answer questions and explain options in easy-to-understand terms. In addition to earning the CERTIFIED FINANCIAL PLANNERTM mark, Rick is an Enrolled Agent, which allows him to communicate with the IRS on behalf of clients should the need arise.
Prior to joining Buckingham Strategic Wealth in 2023, Rick was a lead financial planner for Davis Financial Planning, a firm he joined in 2016. Before becoming a financial planner, Rick had a decade-long career in education in Asheville, North Carolina, where he taught all levels of mathematics including AP Calculus. As a teacher, he enjoyed incorporating financial literacy concepts into the classroom at an early age. Prior to teaching, Rick worked with at-risk youth in foster care and residential treatment group homes. He is a graduate of Pepperdine University with a degree in business administration.
Rick lives in Asheville, and when he’s not supporting clients, you can find him hiking, mountain biking, and playing water polo and tennis. He also enjoys exploring Asheville and the surrounding mountains with his wife and two children and volunteering locally. Rick is the treasurer of the school board and member of the finance committee with Evergreen Charter School.
As a wealth advisor, Rick develops financial plans for clients that give them peace of mind when making current and future financial decisions. He has a particular knack for helping young families achieve balance as they navigate competing financial priorities.
An educator at heart and by training, Rick takes time to answer questions and explain options in easy-to-understand terms. In addition to earning the CERTIFIED FINANCIAL PLANNERTM mark, Rick is an Enrolled Agent, which allows him to communicate with the IRS on behalf of clients should the need arise.
Prior to joining Buckingham Strategic Wealth in 2023, Rick was a lead financial planner for Davis Financial Planning, a firm he joined in 2016. Before becoming a financial planner, Rick had a decade-long career in education in Asheville, North Carolina, where he taught all levels of mathematics including AP Calculus. As a teacher, he enjoyed incorporating financial literacy concepts into the classroom at an early age. Prior to teaching, Rick worked with at-risk youth in foster care and residential treatment group homes. He is a graduate of Pepperdine University with a degree in business administration.
Rick lives in Asheville, and when he’s not supporting clients, you can find him hiking, mountain biking, and playing water polo and tennis. He also enjoys exploring Asheville and the surrounding mountains with his wife and two children and volunteering locally. Rick is the treasurer of the school board and member of the finance committee with Evergreen Charter School.