Paraplanner/Admin Support Specialist
Rickey joined Jolles Financial in the spring of 2020 and has eight years of experience in the insurance and financial services industry. Prior to joining our firm, he spent five years as a Financial Planner with Prudential Advisors in Cleveland, OH.
As a Paraplanner, Rickey undertakes thorough product research, utilizes analytical software to review client’s existing arrangements, and works alongside Brian in both constructing and updating financial plans. He is often our client’s first point of contact and integral to our mission in serving the unique needs of each client at the individual level.
He graduated from the University of Akron in 2015 with a BA in Philosophy, Minoring in Pre-Law and Ethics, and is a loving father to his son and daughter. Additionally, he has refereed NCAA Men’s Basketball for 11 years and has enjoyed opportunities to travel extensively as a prospective NBA referee.