As a millennial CERTIFIED FINANCIAL PLANNER™ professional, Ricky offers a unique perspective on the current state of the financial service industry and how to stay relevant in an ever-changing world. Through a values-based, highly individualized, and comprehensive approach, our unified vision is to become lifetime resources for clients and their families, putting them at the center of everything we do. Ricky partners with companies with 50-1,000 employees to develop game plans around voluntary benefits, qualified plans, and financial wellness for their employees. Ricky believes that employees achieve better outcomes when they have a trusted advisor.