Rick has been advising affluent individuals and families through complex financial decisions for more than twenty-five years, managing client portfolios in line with their objectives and helping them navigate retirement planning, taxes, estate planning, and risk management.

Many of his client relationships span decades, and he values the personal connections that have grown over that time. "I love what I do because I help people every day," he says. "I'm analytical and a problem-solver by nature, and I embrace the role of financial advisor.”

Rick transitioned to wealth management in 1999. Before that, he practiced corporate law in the Washington, D.C. office of a national firm. He also clerked for a federal district court judge.

Rick lives in Sun Valley, Idaho with his family. Outside of work, he coaches youth sports and enjoys skiing, hiking, and mountain biking.

Andrew has been with the Company for almost eleven years and plays a central role in its financial planning and client service. He is involved in nearly every client relationship, supporting day-to-day service needs, and working closely with advisors as they develop and refine planning strategies and .

Andrew focuses on the analytical side of the planning process, including retirement income modeling, tax analysis, and scenario planning. He brings a methodical, detail-oriented approach to complex planning questions.

“Financial planning interests me because it requires different ways of thinking to find the right solution for each client,” he says. “I enjoy working through the options when the answer isn’t obvious.”

Andrew immigrated to the United States from Vietnam with his parents and older sister when he was eight months old. He earned his bachelor’s degree in finance from Virginia Tech and holds the CFP® designation.

Outside of work, he enjoys photography, cooking, and playing guitar. He’s also an avid chess player.

Tucker provides operational and administrative support for our Company. He is responsible for opening new accounts, account maintenance, and managing a variety of administrative tasks and processes so our clients’ needs are met. He enjoys delivering excellent service to clients and team members alike.

Tucker earned a bachelor’s degree from Salem State University and an MBA in business organization from Southern New Hampshire University.

In his free time, he enjoys taking his young son to the playground, reading science fiction novels, tending to his freshwater aquarium, and traveling.