Rick has nearly twenty years of experience in income tax compliance and consulting for individuals, trusts, partnerships, corporations and private foundations. His experience includes planning for wealth transfer, estates and trusts, charitable giving, formation and operation of family limited liability companies and valuation issues.

Rick provides comprehensive income tax, charitable, and estate planning services for high net worth individuals, multigenerational families, and family offices. With deep experience in complex planning and compliance across individuals, trusts, partnerships, corporations, and private foundations, he brings a sophisticated and integrated perspective to wealth and tax strategy.
Rick’s expertise includes wealth transfer planning, trust and estate structuring, advanced charitable strategies, formation and operation of family limited liability companies, and entity planning considerations—including valuations, structuring, and multi entity coordination. His approach combines technical precision with practical administration, ensuring clients receive clear, thoughtful, and actionable guidance aligned with long term family goals.
Clients value Rick as a trusted advisor—someone who listens closely, understands their priorities, and communicates complex issues in a straightforward and approachable way. Whether answering a small but important question or guiding clients through a complex, multi entity planning matter, Rick is committed to delivering responsive, high quality service that provides clarity, confidence, and peace of mind.

Outside of work, Rick enjoys hiking and cheering on the Seahawks and Mariners.