Work History
Edward Jones
Edward JonesOctober 2017 to Current
About Rick
Building Your Future, Together
Let's face it, talking money can feel intimidating. It's personal, complex and trusting someone with your future is a big decision. That's why I, along with my incredible branch office administrator, Audrey Delmore, prioritize building strong relationships. Every situation is unique, and getting to know you is key. Only then can we craft a personalized retirement plan, your roadmap to golden years.
From Numbers to Dreams
Financial advising wasn't always my path. I thrived working with people at a health insurance company, but building relationships and advocating for clients ignited my passion. This naturally drew me to finance. Math...
Let's face it, talking money can feel intimidating. It's personal, complex and trusting someone with your future is a big decision. That's why I, along with my incredible branch office administrator, Audrey Delmore, prioritize building strong relationships. Every situation is unique, and getting to know you is key. Only then can we craft a personalized retirement plan, your roadmap to golden years.
From Numbers to Dreams
Financial advising wasn't always my path. I thrived working with people at a health insurance company, but building relationships and advocating for clients ignited my passion. This naturally drew me to finance. Math...
Focus Areas
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- Sustainable investing
Work History
Edward Jones
Edward JonesOctober 2017 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
Univ of Washington
Univ of WashingtonCertificateCentral Washington U-Edmonds
Central Washington U-EdmondsBachelors
Education
Univ of Washington
Univ of WashingtonCertificateCentral Washington U-Edmonds
Central Washington U-EdmondsBachelors
Personal Interests
- Aviation
- Hiking
- Golfing
- Volunteering
- Spending Time with Family
Team Members
Audrey DelmoreSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 03:30PM |
| Fri | 08:30AM - 03:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 03:30PM |
| Fri | 08:30AM - 03:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
Port LudlowFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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