Rick is the newest member to the Bisbe Capital team. Rick has spent many years in client facing roles with large corporations like Marriott International and the Walt Disney Company in Orlando, Florida. Rick believes the most successful investment strategies look at the big picture. Rick strives to provide a comprehensive, strategy-focused approach, delivered with personal attention and a commitment to his clients’ best interest.

With an extensive background in managing relationships across the country, Rick is dedicated to building and preserving wealth for you and your family. While on boarding new clients to Bisbe Capital, Rick will also be working hard to build and preserve your investments while assisting you in realizing your goals through long-term financial strategies using portfolio management, retirement planning, estate planning, 529 education savings plans and more. Rick got his start with Fidelity Investments and came to Bisbe Capital last fall. Rick attended Rockhurst University in Kansas City, MO and the University of Cincinnati. He holds his Series 7, Series 63 and Series 65 licenses.

Rick moved back to Cincinnati in 2020 and resides a short drive from the office in Anderson Township. Rick and his wife Laura have a son named Sebastian. In his free time, Rick enjoys traveling with his family, attending his son’s soccer games and track meets and if there is some time left over, getting out on the golf course.

Raymond James and its advisors do not offer legal or tax advice. You should discuss any legal or tax matters with the appropriate professional.