Rick is currently Managing Director and Principal at Robertson Stephens, specializing in pension consulting. Most recently, Rick was the founder and president of Epoch Consulting Group, a Santa Rosa, California based fee-only registered investment advisory firm. Epoch provided pension consulting services to retirement plan sponsors and members of their retirement plans. Serving the retirement marketplace for over 30 years, Rick specializes in providing consulting and fiduciary advisory services to plan sponsors throughout the country in plan design, investment consulting, fiduciary compliance, employee investment education, and service provider selection. He also provides wealth management investment services to individuals, trusts, and non-profit organizations.
Rick earned a bachelor’s degree in Business Administration from Southeastern University in Washington, D.C. He is a former Certified Public Accountant and holds the Global Financial Steward designation from 3ethos as well as the Accredited Investment Fiduciary designation from Fi360.
For more information about the Global Financial Steward designation and Accredited Investment Fiduciary designation, please click here.