Rick is the Financial Advisor for Montgomery Wealth Management housed in the South Laclede Station Branch of Montgomery Bank. He personally manages the investment accounts for over 200 clients and businesses. Rick is proficient in all areas of investment planning and insurance and values working in partnership with his clients to help them realize their dreams and achieve their goals. With over 40 years of investment and insurance experience, Rick has become a specalist in guiding clients to sound financial decisions. He holds Series 7, 24, 63 and 65 Securities plus Life and Health Insurance.
Rick is a proud graduate of Saint Louis University and holds a Bachelors Degree in Marketing. He is very devoted to his hometown of St. Louis and has served as president for two non-profit organizations, The Dwight Davis Memorial Tennis Foundation and Hoech Helping Hands Organization. Currently, Rick volunteers for the Pujols Family Foundation. Place your investments in experienced hands; count on Rick to take care of the financial future of your family.