As a Certified Financial Planner™, Rick’s responsibilities range from investment research and portfolio monitoring to helping design financial planning strategies for clients. Rick graduated from the University of Western Washington with a Bachelor of Arts degree in business administration and a concentration in finance. In 2006, after nine years in the pension consulting and administration field, he joined Conlon Dart Wealth Management, which became part of the EP Wealth Advisors family in 2019. He also previously served nine years on the board of directors retiring as Board Chair of the Financial Planning Association of Puget Sound. Rick finds his financial planning career inspiring because it enables him to invest time and energy focusing on the future. Rick lives in Normandy Park with his partner, and often can be found being walked by his Australian terriers, gardening and sailing the waters of Puget Sound.
Western Washington University, B.A., Business Administration