Rick is the founder and president of Aurochs Financial Group, a comprehensive fee-only financial planning and fiduciary firm with an office in Wayzata, MN and works with clients Nationally. He aims to help clients live the life they choose through the accumulation and conservation of their financial resources.
Having his client’s best interests at heart, Rick enjoys long-term relationships with his clients, ultimately to be there and see them achieve their most important objectives. Based on a desire to provide the most thorough goal-oriented plans, Rick developed a proprietary system called The SMART Decision Process™. This investigative and planning tool allows for flexibility and diligence in achieving objectives throughout future life changes.
Rick first applied his detail-oriented, strategic mind to engineering, getting his BS in Engineering from Purdue University. Having been inspired by the results of his NAPFA (National Association of Personal Financial Advisors) advisor, he got his Certified Financial Planner® certification from the College for Financial Planning. He then followed a dream of owning his own business, and opened Aurochs Financial Group in 2002.
Rick’s expertise is frequently sought by the media. He’s been interviewed numerous times as a subject matter expert by U.S. News & World Report, The Wall Street Journal, Fortune Magazine, Kiplinger’s Personal Finance, Money Magazine, The Washington Post, Smart Money Magazine, Parent’s Magazine, NAPFA Magazine, Advisors 4 Advisors, Investment News, Minneapolis Star, Northwest Dentistry Magazine, Dental Products Report Magazine and many others. Rick also contributed to the book “Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions.” He was selected as one of the Best Financial Advisers For Dentists by Dental Practice Report Magazine for 2011, 2012, and 2013.
Rick delights in helping people and giving back to the community. He served on the Midwest Regional, National Board, and Ethics Committee for NAPFA, where he has also served as a MN Study Group Leader. Additionally, he is a Board Member for his church, Our Lady of the Lake, and has served in other capacities there as well.
A family man, Rick loves spending time with his wife, kids and friends. He’s works out regularly and enjoys traveling, downhill skiing and walking.
Certified Financial Planner (CFP®)
National Association of Personal Financial Advisors (NAPFA)
Current leader of NAPFA Mix Group (study group)
Past NAPFA MN Study Group Leader, Midwest Regional Board, National Board, Ethics Committee
Past FPA Career Development Director
Board Member – Our Lady of the Lake Catholic School
Wayzata Chamber of Commerce
Northern Dental Alliance – Co-Founder and leader