About Our Team

Founder & President

Dedicated to the client first, Rikki is passionate about helping clients optimize their wealth and financial security. Designing personalized financial strategies with a focus on tax-advantaged solutions, Rikki works closely with individuals, families, and small businesses to create tailored plans that reduce tax liabilities, maximize investment growth, and secure long-term financial success.

Drawing on a deep understanding of tax code and wealth management, Rikki takes pride in developing comprehensive financial strategies that are both effective and easy to understand. His expertise extends to retirement planning, investment management, estate planning, and creating efficient strategies for minimizing taxes, with the goal of ensuring clients can keep more of what they earn.

Rikki is known for his transparent approach and commitment to building strong, trusting relationships with his clients. He takes the time to listen to their unique financial goals, challenges, and aspirations to craft solutions that align with their individual needs and circumstances. With a focus on education, Rikki empowers his clients to make informed decisions about their financial futures.

When not advising clients, Rikki enjoys spending time with his 2 kids, Rhys and Addison, and his wife Kelly. These days you can find them at a variety of kids sports activities throughout the week.