Retirement Plan Specialist
Years of experience: 27+
BrokerCheck: Check the background of this investment professional on FINRA’s BrokerCheck
Designations and Certifications: Certified Plan Fiduciary Advisor (CPFA), Accredited Investment Fiduciary (AIF), Chartered Financial Consultant (ChFC)
Education: University of Maryland, College Park, B.A. in General Studies with a concentration in Economics
Areas of Expertise: Retirement Plans, 401(k), SIMPLE IRA, Individual Retirement Planning
Speaking Topics: Retirement Planning, Health Savings Accounts (HSAs)
Activities and Memberships: Board Member of Cascades Professional Center, Avid Cyclist, HoCo Cyclists, Bike DC
Rick helps individuals and organizations with retirement plan solutions. For close to 25 years, he has developed a specialty in the retirement planning industry within the closely held business market. In addition to working with 401(k) plans and clients, Rick is a regular panel moderator for The Plan Sponsor University (TPSU) educational programs in the Washington, DC Metro area. Rick is also the Past President of the Laurel Lions Club and Past President of the Columbia Rotary Club.
Rick is a proud member of the team at Washington Financial Group that was recently named the 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year.¹ The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.
Fun Fact: Rick has been known to travel long distances for a good piece of pie!
Personal Information: Rick and his wife Karen reside in Ellicott City, MD. They have two children, Alex and Taylor. The Hope family has strong roots in Howard County as they have been residents there for the past 31 years. Rick is also a member of Grace Community Church, in Fulton, Maryland.
¹The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual, small team, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas, including the implementation of auto enrollment, auto escalation and re-enrollment, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.