“It is exciting to be a partner in an asset management firm that adheres to a well-researched set of rules that are easy for advisors (and their clients) to follow and understand. Blueprint’s approach to systematic investing takes the guesswork out, keeps advisors focus on their clients, and helps the end investor stay anchored to their financial plan.”
Rick’s personal commitment to being a true team-player alongside Blueprint’s clients and partners is backed by more than 30 years of relationship building within financial services.
His professional accomplishments include:
- Working with several asset managers to build distribution through different marketing channels, including Chase Investment Counsel Corporation; Knott Capital; and Bjurman, Barry &Associates
- Bringing a team together that doubled sales each year during his tenure as Senior Vice President and National Sales Manager for Touchstone Investments
- Consulting with NEXT Financial Group
- Overseeing marketing, client services, and sales functions
As a longtime resident of the greater Philadelphia area, Rick is an avid fan of the city’s sports teams. He took his love for collegiate football to the next level in 2020, when he moved to “college football country” in South Carolina. When not watching sports, he enjoys an occasional frustrating round of golf, working in his yard, and exercising.