Investment Manager | Enrolled Agent
With a focus on investment management, Rick helps clients allocate investments to meet their financial goals. Whether its managing discretionary accounts or working with clients directly, Rick brings high-level expertise in creating, designing, and managing financial portfolios.
Rick is able to offer tax planning services to our clients. You can find out more information about Rick's tax practice here: http://www.chbfinancial.com/
M.S. Finance - Johns Hopkins University - In progress
B.A. Business Administration - Finance - Northeastern University