Financial ServicesInsurance
Hours:
9:00 - 4:00
Driving Directions:
We are located on the corner of Kennedy and Westshore Blvd.'s in One Urban Center on the 5th floor.
At the Principal, our mission is to help people create the kind of life they dream about, empowered by financial security and stability. We do that by helping people save for retirement, grow their investments, and protect—and enjoy—the life they've worked so hard to build.
Rick has 28 years of banking & financial services experience and brings decades of leadership and business experience having served in senior positions at both for-profit and non-profit entities.
Rick has served on the Rays 100 committee of the Tampa Bay Rays 2020 and on an advisory committee for Hillsborough County School District Superintendent, Jeff Eakins (2018). Rick was Chairman of the Board for the Campo Family YMCA (2016), a member of the Greater Brandon Chamber of Commerce Board of Directors (2016-2017), Chairman for Leadership Brandon (2017), Co-chair of Leadership Brandon (2016), a member of the Pastoral Advisory Committee for Nativity Catholic Church (2012-2016) and a member of the Diocesan Catholic Committee for Scouting (2012-2017). He also served seven years as Chairman of Boy Scout Troop 89.
EDUCATION & CREDENTIALS:
RICP - Retirement Income Certified Professional®
B.B.A, Business Administration - Florida Atlantic University
FINRA Series 6, 7, 63 and 65 securities registrations
Life & Health Insurance License
FAMILY:
Rick and his wife, Edie, have been married for 28 years and have two children: Jake, 22, works with his
dad as Director of Client Services. He earned his Bachelor of Science in Business Administration from
the University of Central Florida Burnett Honors College. He also graduated Summa Cum Laude
from Jesuit High School where he played varsity football and was captain of the Track & Field Team.
Dylan, 20, currently attends Florida Atlantic University and also graduated from Jesuit. Both boys
earned their Black Belts in Mixed Martial Arts and followed in their dad's footsteps by earning their
Eagle Rank in the Boy Scouts of America.
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