Rick joined One Financial Services in November 2015, bringing with him over 35 years’ experience in the financial services industry. He holds his Series 7, 63 and 66 licenses registered through LPL Financial along with a Pennsylvania resident life and annuity insurance license.
As a graduate of the National College of Business, Rick earned his Bachelor’s degree in Accounting and Finance in 1974. In 1982 Rick obtained his designation as a CERTIFIED FINANCIAL PLANNER™ and became a partner at Goodman & Co., in Easton, Pennsylvania. Rick opened his own CPA practice in 1986 and joined regional brokerage firm, Fahnestock & Co. as a registered representative. In 1993 Rick founded BethEast Financial Group, Inc. in Easton, Pennsylvania. The company provided various financial services including investments, retirement plans, insurance, and estate planning.
In his free time Rick enjoys playing golf, quoits, and card games. He supports numerous local charities every year through participation in golf tournaments and fundraisers.
Rick currently resides in Easton, Pennsylvania with his wife of 44 years, Rita. He has three children, Rick, Evan, and Emily and five grandchildren, Tinsley, Wyatt, Sienna, Owen and Bennett.