Firm Assessment
Quick Start Firm Assessment
SPECIALIZED PLANNING FOR
Business Owners Executives Medical Professionals
Pre-Retirees & Retirees Young Professionals Private Clients Family Centered Office
Internal Support / SFG Team
Craig Lipinskis, Dir. of Investment Operations
Ellie Scheeler, Client Relations/Operations
Tim Devine, Director of Growth
Ryan Mahoney, Client Services
Andrew Melchers, Marketing/Events
Rick's Earned Designations
Certified Financial Planner® (CFP)
Chartered Life Underwriter® (CLU)
Chartered Financial Consultant® (ChFC)
Chartered Advisor for Senior Living® (CASL)
Retirement Income Certified Planner® (RICP)
Chartered Special Needs Consultant® (ChSNC)
Accredited Estate Planner® (AEP)
Chartered Advisor in Philanthropy® (CAP)
Master of Science in Financial Services (MSFS)
B.S. Biotechnology
CASL conferred by The American College.
RICP conferred by The American College.
Innovative Blend of Comprehensive Investment Strategies
Stocks, Bonds, Exchange Traded Funds (ETFs),
Mutual Funds, Alternative Investments, Separately Managed Accounts, Annuities.
Outside Advisory Board
Carl Satterwhite CEO/President at RCF Group
David Devine Founding Partner at Ingenium Plus, LLC
Brian Kohr President & CEO at TriKohr Advisors
You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide any of the services described above. These entities and their services are not affiliated with LPL Financial.
Client Friendly Planning & Reporting Software
eMoney comprehensive financial planning dashboard providing a real-time, integrated financial experience allowing advisors and clients to see where they stand today and into the future.
Orion asset management program that helps financial advisors offer access to portfolio details and stunning reports that empower clients to take an active role in their financial future.