Meet Frontier Retirement

Dave is a graduate of Bridgewater State College and spent 15 years as a ground combat infantry officer in the Marine Corps. Dave has dedicated his time and resources to helping you understand and become an active voice in your retirement income planning. Dave is active in the community as a member of the Meredith Rotary Club and is an avid outdoorsman who enjoys spending his spare time in the woods and on the water. With over 30 years of experience, Dave, an independent financial professional, prides himself on his ability to locate products and offer services that drive you toward your financial objectives. Educating his clients about the different options available to them is important to Dave, and his goal is to simplify complex issues of retirement for clients planning for their futures.

Rick has been in the financial services business since 1983, serving in a multitude of positions, with the last 15+ years focused on advanced case design in both the estate and business planning markets, where he has earned a reputation for excellence in all that he does. Rick’s lifelong dedication to the business has resulted in his achievement of numerous industry awards, both for his service to clients as well as his service to the business itself. He has served in many leadership roles in industry associations. Rick prides himself on his ability to find and implement viable solutions for his clients journeys to and through retirement. Rick’s formal education in finance is from Boston University, but he insists the best lessons in his career have come from dedicated and thorough work in helping clients reach their goals and objectives. Rick and his family reside on a small ranch in a rural, northwestern section of Rhode Island where horses, cattle, sheep, and goats are around every turn. He thoroughly enjoys having served as a youth hockey coach for the past 10 years and enjoys all things outdoors.