Get to know Rick Dwyer, AIF®


Rick Dwyer, AIF®

Investment Advisor Representative

A financial professional since 1987, Rick’s in-depth knowledge of financial issues comes from a broad range of experiences. He has worked in the financial, business and retirement planning industry.

Rick holds the Accredited Investment Fiduciary (AIF®) certification, which has provided him with knowledge of fiduciary standards of care and their application to the investment management process. His years of experience and education have made him a versatile professional capable of assisting clients with a variety of services, from business succession planning to retirement planning.

Rick is married with two children and has two grandsons. Prior to financial services, he served for 10 years aboard submarines in the U.S. Navy. Rick enjoys working out and running in races and obstacle course competitions.