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For over 35 years, Rick has been successfully advising, counseling, and strategizing with business leaders and clients.

Rick helps clients cement their foundation for success and adapt to the ever-changing landscape in both the regulatory and financial environments.

Rick is adept at understanding, communicating, and implementing complex tax-related and advisory planning solutions and ideas in plain terms.

This enables his clients to quickly see best practices and navigate clear pathways to tax minimization and financial successes.