Expertise

Personal trust administration, including comprehensive estate and financial planning

Experience

With over 20 years’ experience, Rick joined Midwest Trust after serving as vice president and wealth advisor with Enterprise Trust Company.

Rick began his career with A.G. Edwards & Sons, Inc. where his role included personal trust administration along with supervision of the insurance trust and charitable trust areas of the corporation.

Education

BS in Business Administration, University of Missouri, St. Louis

CERTIFIED FINANCIAL PLANNER (CFP)™ CERTIFICATION

Certified Trust & Financial Advisor (CTFA)

Cannon Financial Institute

College for Financial Planning

Professional / Civic Affiliations

Estate Planning Council of St. Louis, Member

Certified Financial Planner Board of Standards, Inc., Member

Institute of Certified Bankers, Member

Missouri High School Football Official

NCAA Division III College Football Official