Founder
CurrentRick has a knack for understanding what is important to a person or an organization, and how money plays its part. He believes his calling is to help people make good financial decisions.Very early in his career, Rick showed the ability to innovate in many different disciplines. In 1980 he developed FOPSI (Facts Objectives Problems Solutions Implementation), a financial planning concept. In 1981, he helped design a new type of disability insurance coverage for resident physicians. In… Show more Rick has a knack for understanding what is important to a person or an organization, and how money plays its part. He believes his calling is to help people make good financial decisions.Very early in his career, Rick showed the ability to innovate in many different disciplines. In 1980 he developed FOPSI (Facts Objectives Problems Solutions Implementation), a financial planning concept. In 1981, he helped design a new type of disability insurance coverage for resident physicians. In 1984, he started Mason Greene Financial Plans, Inc. which offered a new proprietary system for institutional CD investments which maximized FDIC insurance coverage.Rick embraced comprehensive financial planning as a wave of the future. In 1985 he became one of the youngest CFP®s in the Midwest and merged his growing practice into Michigan Financial Group. He was a leading associate there until 2005 when he founded Greene Wealth Management, LLC. In January 2016 Greene Wealth Management, LLC re-affiliated with Michigan Financial Group.-Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Greene Wealth Management are separate entities from LPL Financial. Member FINRA and SIPC, For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Show less
