Rick is a Principal and Consultant at Innovest Portfolio Solutions, focusing on retirement plan clients and new business development. With more than 35 years of experience, he offers a rich perspective. Rick has worked with Advisory Consulting Group, Nationwide Retirement Solutions, and the Colorado Retirement Association. He holds the AIF® and AIFA® designations, a Series 65 License, and serves as an Emeritus member of the Colorado Public Plan Coalition. Rick frequently shares his insights with industry publications and professional organizations. Rick enjoys playing guitar, sailing, snorkeling, fishing, and spending time with his family.