Since beginning his financial services career in 1980, Rick has gained extensive experience during major shifts in the market enabling him to help his clients stay on track toward their financial goals. Before joining the brokerage industry, Rick served as an Air Force pilot and was later a 777 Captain with United Airlines. In 1971 he earned a Bachelor’s Degree in Engineering and Political Science from the U.S. Air Force Academy in Colorado Springs where he finished as a distinguished graduate.  He then received a Master of Arts degree from the Fletcher School of Law and Diplomacy at Tufts University in Boston. Rick started with Merrill Lynch in 1980 before moving his practice to a Wells Fargo Advisors predecessor firm four years later, where he has been a member of the production based recognition clubs and is currently a Premier Advisor**.  He earned the CERTIFIED FINANCIAL PLANNER^TM certification from the College for Financial Planning in 1988.

In his free time, Rick enjoys the many cultural, entertainment and sports activities that Chicago has to offer. As weather permits, he bikes and plays golf and tennis.  A Chicagoland resident since 1979, Rick is also a big Chicago sports fan. Rick and his wife, Marsha, share an interest of traveling the world and have two grown children, Jessica and Rick III, and two grandchildren.

Amy’s experience in the financial services industry began in 1986 at Merrill Lynch where she became fully registered in securities sales and services.  In 1989, she joined Prudential Securities, a predecessor firm of Wells Fargo Advisors, where she added an insurance license to her credentials.  She also earned the CERTIFIED FINANCIAL PLANNER^TM certification from the College for Financial Planning in 1999.  Amy helps to guide clients through the wealth management process, focusing on investment strategy, portfolio reviews and client education.  She stays abreast of current trends in the industry through ongoing continuing education.

Amy is passionate about living a healthy lifestyle and enjoys spending her free time with her family.  She and her husband, Ferdie, live with their daughter Emmy in the Northwest suburbs of Chicago. They are active in sports such as hockey, bicycling and golf and they also look forward to getaways at their Iowa family farm.

Rick III joined the team in 2014 after spending a number of years working in Los Angeles on the business side of the entertainment industry.  As a financial advisor, he holds applicable securities registrations and insurance licenses.  His experience and preparation lend themselves to assist with any of your financial needs.  Rick split his time at both Pennsylvania State University and Columbia College Chicago where he earned a Bachelor of Arts degree finishing with honors.  Before answering Chicago’s call to come home, Rick went on to grind his way up through set, studio and agency work.  Currently, Rick is completing the rest of his program coursework at DePaul University as he marches towards his own CFP® certificate.

Rick lives an active lifestyle in downtown Chicago and is passionate about fitness and sports as well as travel.  He ran the Chicago Marathon, his first and the 40th anniversary of the event, with the Chicago Lights charity organization in 2017.  2021 saw Rick marry his wonderful wife, Morgan.  She is also in the midst of high achievement while finishing her doctorate in I-O Psychology.  They look forward to growing their family.