Personal trust administration, including comprehensive estate and financial planning
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.
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
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