Management Team

Richard B. Czechowski, CFP

A registered representative since 1991, Rick has extensive experience in the areas of asset allocation strategies, tax, estate and retirement planning, product selection and other investment strategies. Rick was graduated from The United States Naval Academy with a Bachelor of Science degree and from Texas Christian University with a Master of Business Administration degree. Rick is a former United States Marine Corps officer and the father of two daughters. Rick is conversant in German, an avid snow skier, wine enthusiast, senior level soccer referee and a competitive dancer, specializing in Country & Western dances.