Rick is a Principal and Senior Financial Advisor. Get to know Rick.

At SYM

Rick brings more than 30 years of experience in the investment management and trust industry. He has a consistent and dependable way of educating clients on different aspects of portfolio management and financial planning.  When it comes to financial advice, he is a knowledgeable friend to have in Indianapolis.

Credentials

Master of Business Administration, University of Indianapolis

Bachelor of Science in Business Finance, Indiana University Kelley School of Business

ABA Graduate Trust School at Northwestern University

Community

Rick’s Words to Live By

Discipline is doing what you have to do, doing it to the best of your ability and doing it that way all of the time.

– Bobby Knight

Personal Pursuits

Rick is an avid runner. He enjoys attending his two daughters’ many activities with his wife. He is a big fan of Indiana University basketball, the Indianapolis Colts and the Chicago Cubs.

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Indianapolis work for you call 800-888-7968 or email info@sym.com.