Rick Tonkinson
CERTIFIED FINANCIAL PLANNER™, CLU, MBA
President


Rick is a CERTIFIED FINANCIAL PLANNER™ Practitioner since 1991 and has more than 20 years of experience in wealth management. Rick grew up with a strong work ethic and learned the value of a dollar ever since his first job as a paperboy at 12. He studied at night school to earn a an MBA and a master's degree in public administration with a specialization in Budgets from University of Miami. Rick specializes in helping clients achieve financial security through practical and comprehensive personalized financial plans. Rick has been married to Margarita for 34 years. To celebrate his 50th birthday, Rick climbed to the summit of Mt. Kilimanjaro with his son, Steven. A former Peace Corps volunteer, Rick enjoys helping several charitable organizations.

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