Rick joined Baird’s Private Wealth Management team in October of 2014 as a Vice President and Senior Estate Planner, working out of the Dallas office. He works with Baird Financial Advisors, their clients, and the clients’ other professionals to promote the benefit of estate planning and assist with the development of clients’ estate plans. Specifically, his responsibilities include reviewing and discussing existing estate plans, answering estate planning questions, and presenting on estate planning topics.
Rick comes to Baird from The Nautilus Group, a service of New York Life Insurance Company, where he spent approximately seven years as one of the consultants and a manager in the Estate and Business Case Development unit. Prior to that, he was an Estate Planning Attorney with the advanced marketing department of another insurance company, and a Financial Planning Consultant and the Advanced Case Design Specialist with Raymond James Financial. Rick has coached advisors on integrating estate planning into their practices; taught a financial planning class; spoken at advisor forums, client seminars, and estate planning conferences; and contributed articles to industry publications.