Rick focuses on driving organic and inorganic growth for the firm.
Rick leads IPL Wealth & Asset Management’s acquisition integration team and has worked in the industry since 1983. As an industry influencer and part of the executive leadership team, he drives practice management discussions, initiating opportunities to support the firm’s financial advisors and helping create effective strategies to deploy company resources.
Before joining IPL Wealth & Asset Management in 2006, Rick founded Plan Advisory Services and built it into one of the most respected advisory firms in the nation. He is a Certified Mergers and Acquisition Advisor® and was named one of the “100 Most Influential People in the 401(k) Industry” by 401(k)Wire.
Education
- Bachelor of Science degree in business administration from Lebanon Valley College
Industry Designations
- Certified Mergers & Acquisition Advisor® (CM&AA)
Awards & Recognition
- 401(k)Wire 100 Most Influential People in the 401(k) Industry
Disclosures
- IPL Wealth & Asset Management’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. IPL Wealth & Asset Management is a paid member of The National Association of Plan Advisors (NAPA).
- IPL Wealth & Asset Management’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. IPL Wealth & Asset Management nor its advisors paid a fee to Barron’s to obtain or use the ranking
- IPL Wealth & Asset Management teams named on the “Barron’s 2026 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2025. Neither IPL Wealth & Asset Management nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- IPL Wealth & Asset Management’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on IPL Wealth & Asset Management’s total assets as of December 31, 2024. Neither IPL Wealth & Asset Management nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- IPL Wealth & Asset Management advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither IPL Wealth & Asset Management nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- IPL Wealth & Asset Management’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. IPL Wealth & Asset Management is a paid member of The National Association of Plan Advisors (NAPA). Neither IPL Wealth & Asset Management nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- IPL Wealth & Asset Management advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. IPL Wealth & Asset Management nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- IPL Wealth & Asset Management’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither IPL Wealth & Asset Management nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.