Under his direction, the firm has grown to over 1,700 clients ranging from large corporations, small business and individuals. Rick frequently hosts seminars on subjects including; Retirement Planning, Long Term Care insurance and succession issues facing the baby boomer generation. He has written and been published in industry and consumer magazines on Ethics and Estate Planning.
Rick attended Bradley University and Bernard Baruch School of Business. He served for 24 years on the board of the Riverdale YM-YWHA as a member, president and chairman. He also has served on the boards of UJA and United Way of Westchester. For over 15 years he has been a national qualifier for the industry’s prestigious MDRT organizations and a member of the National Association of Insurance and Financial Advisors. In addition, Rick now serves as a Board member on the Business Advisory Board for the High School for Health Professions and Human Services NYC.
Rick and his wife Diane live Mamaroneck NY and have two grown children.