Rick is a Co-Founder and Director of the National Institute of Certified College Planners. He is recognized as one of the country’s leading experts in both the tax and college financial planning fields. Rick’s knowledge in taxes and college financial planning has earned him invitations to speak on college financial planning and income tax planning to his contemporaries at CPA and CFP® conferences in over 40 states.
He has provided education programs on tax and college planning for many financial service companies around the country, including Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, and Raymond James.
Rick has been quoted in Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger's Personal Finance, NY Times, Smart Money, Wall Street Journal, Bloomberg’s Personal Finance, Nation's Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA's Market Facts, NAPFA Advisor, and AICPA's Planner.
Rick earned his Bachelor's degree in accounting from the University of Montana.