As a founding partner of Elevate, Rick manages the growth and success of RIA firms while meeting their accounting, tax, and valuation needs. For him, it’s a role that comes naturally. Rick has helped hundreds of businesses grow since starting out as a CPA in 1986, and has spent the last 10-plus years serving clients within the financial services space.
Rick is known for being a good listener. He seeks to understand all aspects of his clients’ businesses so he can coordinate a strategic growth plan. Above all else, Rick lives for seeing a plan come together—and knowing his clients will sleep more soundly at night.
Rick graduated from DePaul University as a Strobel Scholar and is an active member of the AIPCA, Illinois CPA Society, and the National Association of Certified Valuators and Analysts.
Born and raised in Chicago, Rick continues to call the Windy City home and even serves on the board of his high school alma mater, St. Patrick High School. When he’s not in the middle of a house project, he’s spending time with his family or on the golf course.