➤ I specialize in helping individuals, families, companies, and trusted advisors find deep fulfillment through donating to what is most important to them. I'll work with you to ask the kinds of questions that will help you on your own philanthropic journey. Contact me to discuss.I am an ambassador in the FinServe Network, an elite group of leading financial services professionals appointed by The American College of Financial Services. We share a common dedication to lifelong learning and leadership, helping to strengthen and shape the future of this noble profession for the benefit of all.As a personal financial advisor for seven years and charitable giving specialist for 18 years, I am committed to helping people understand the complex landscape of where and how to make impactful donations aligned with their value set. “Rick is a trusted, experienced colleague who readily gives back to the profession by making himself available to the non-profit community and professional advisors across New Hampshire. His track record of success at NHCF is remarkable and has strengthened the institution's ability to make a lasting difference for future generations!”TRUSTED PROFESSIONAL ADVISORSWealth advisors, trusts & estates attorneys, and CPAs: how do you introduce the philanthropic conversation to your clients? Do you ask the big questions? Do you even have the conversation at all? Your clients and their families may have no means of fleshing out what is important to them related to giving their money away in life and at death…how can you be a portal to that, giving them joy and fulfillment?CORPORATIONSAre you engaging your employees to understand what motivates them to do their best work? Are you engaging the community to understand how you are being the best corporate citizens you can be?INDIVIDUALS AND FAMILIESHave you ever really had a conversation together, facilitated or otherwise, regarding what is important to you as an individual, and how it relates to what is important to your family and its legacy? These conversations can be quite powerful and enlightening. There is so much we don’t know about each other, and what we learn can help determine what kind of impact we want to make in the world, and what we want to be known for after we are gone.