Managing Director, Advisor Support Group
As Managing Director of the Advisor Support Group, Rick works with our team of Financial Advisors to support their growth while leading all Advisor Recruiting and Acquisition efforts. He also serves as a member of our firm's Executive Committee. Prior to joining CAPTRUST in 2006, Rick founded Plan Advisory Services and built the company into one of the most well-respected advisory firms in the nation. With experience in the financial services industry since 1983, Rick has an extensive background in the design, communication, funding, and administration of retirement plans for companies of all sizes. Recognized by The 401(k)Wire as one of the "100 Most Influential People in The 401(k) Industry," he is a frequent speaker and panelist on current retirement plan issues and is routinely featured in industry publications. Rick earned a Bachelor of Science degree in Business Administration from Lebanon Valley College in Lebanon, PA. He is a licensed Insurance Agent, Securities Principal, and Registered Investment Representative; and is certified as an Accredited Investment Fiduciary (AIF®) by the Center for Fiduciary Studies.