Rick, who started his career in financial planning in 2000 after a career in banking, forms deep and personal relationships with his clients. In 2007 he co-founded Benchmark Wealth Management, LLC in Old Lyme, CT and grew that business until joining Mercer Advisors in 2024. An early adopter of the financial planning process, Rick holds the CERTIFIED FINANCIAL PLANNER™ certification, the Accredited Investment Fiduciary® designation, an MBA from Rensselaer Polytechnic Institute, and a Master of Personal Financial Planning. Rick and his wife, Christine, have been happily married for nearly 30 years and enjoy their two daughters, Julia and Victoria. He enjoys exercising, art, architecture, and music. Rick has recorded and released two albums of his music under his band ‘s name Buffalo, Jr.