Kevin Titley
I have been working with Rick since 1985, and he has now served three generations of my family. When the media is promoting panic, Rick has always offered a calming voice, helping us avoid rash and emotional decisions that would have cost us. He has worked with us to consolidate our insurance and investment positions, identify our future needs and suggested ways to create a lasting legacy for some of the charitable causes that are important to us as a family. Now, he’s starting to help us pass on sound financial principles to our daughters.
