Rick is an Investment Advisor Representative with Woodbury Financial Services, Inc. who holds his Series 6, 7, 63 & 65 registrations and owns and operates Lakeside Financial Consultants, Inc. which has offices in both Phillips and Medford, Wisconsin.
The process at Lakeside Financial Consultants, Inc. begins and ends with you. As we learn about your needs and your goals; we’ll chart a course toward your financial destination.
Rick began in this business back 1990 as a captive insurance agent in the State of California. He returned to his home State of Wisconsin; worked for an insurance agency and then a local financial institution. Through those experiences, he found that what he was doing was best for the institution, rather than what was best for his clients, which prompted him to open his own firm back in 2003.
Co-owner of that business, is Rick’s wife – Patty, who is also an Investment Advisor Representative with Woodbury Financial Services, Inc.. Their business has grown to include an accounting division and additional insurance agents who specialize in life, health, long term care, final expense and disability insurance.
In 2010, Rick was elected to serve on Woodbury Financial Services (Legacy’s Broker-Dealer Partner) “Rep Advisory Council” and is a three-time Eagle Circle award winner signifying top production at Woodbury.
Rick & his wife Patty are proud parents of four children -- Matt, age 20 who is a junior at Lakeland College in Sheboygan, WI, majoring in Elementary Education; Alex, who is 19 and a sophomore at UW- Stout in Menomonie, WI, majoring in pre-dentistry; Jason, age 18 who is a freshman at Mankato State University in Mankato, MN majoring in sports management with a pre-law minor. We also have a daughter – Riley, age 16, who is a junior in high school where she is active on the dance team & many other school events.
In his free time Rick enjoys the outdoors … fishing, camping, hunting and boating.
* Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.