Rick is Director of Business Advisory at BMO Private Bank. He specializes in providing customized estate and succession planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. Rick has over 30 years of experience in the financial services industry.
Prior to his current role, he performed a similar role for CTC | myCFO, the ultra-high net worth segment within BMO Wealth Management. Preceding his career with BMO, Rick spent 7 years as Director of Business and Tax Planning for Vogel Consulting in Brookfield, Wisconsin. He started his career as a tax manager with one of the then “Big Eight,” Arthur Andersen. In addition, Rick was the CFO/General Counsel for a multi-state business and single family office for over 13 years. His varied expertise covers individual, trust, partnership, business, and foundation areas of tax and estate planning, succession, family matters, and cross border planning.
Rick received his BS in Accounting and JD from Marquette University. He is a Certified Public Accountant.