Founder & Director, Wealth Management
Rick is a graduate of Arizona State University with a BA in Business. Rick brings many years of business experience and financial knowledge to IDA as founder and director. After running his own company for 23 years, Rick changed direction and began a career in wealth management. Since 1992 he has specialized in helping clients preserve and grow their wealth. Rick and his wife, Ruth Ann, have made Temecula their home since 1990 where they enjoy their five grandchildren, golf and travel.
Carlsbad, CA (760) 707-5555
Murrieta, CA (951) 290-5020
Scottsdale, AZ (480) 998-2995
Big Pine Key, FL (305) 853-5899
Fort Worth, TX (888) 401-2083
La Jolla, CA (888) 401-2083