Rick began his career in financial planning in 2000 after a successful tenure in banking, relishing the opportunity to form deep and long-term relationships with his clients. He is dedicated to delivering integrity, expertise, and sound counsel.
In 2007, Rick co-founded Benchmark Wealth Management, LLC in Old Lyme, Connecticut, and successfully grew the business until it joined Mercer Advisors in 2024. An early adopter of the financial planning process, Rick holds the CERTIFIED FINANCIAL PLANNER® certification, the Accredited Investment Fiduciary® designation, an MBA from Rensselaer Polytechnic Institute, and a Master of Personal Financial Planning.
Rick and his wife, Christine, have been happily married for nearly 30 years and enjoy spending time with their two daughters, Julia and Victoria. Outside of his professional life, Rick enjoys exercising, art, architecture, and music. He has recorded and released two albums of his music under his band’s name, Buffalo, Jr.