Expertise

Personal trust administration, including comprehensive estate and financial planning

Experience

With over 36 years of 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 A.G. Edwards Trust Company.

Education

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

Certified Financial Planner® (CFP®) certification

Certified Trust & Fiduciary 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

Lifting Up STL, Board of Directors

High School & College Football Official, Retired

NCAA Division III & NAIA College Football Official