Prior to joining the Wealth Enhancement Group as a financial advisor, Joseph held positions as a portfolio manager and advisor with the Levy Wealth Management Group and Lockwood Advisors. Joseph is dedicated to providing customized wealth management services to a wide range of clients. He specializes in asset allocation implementation and customization of plans for high-net-worth individuals.

Rick has over 30 years of experience in personal financial planning, estate planning, investment management, taxation, corporate finance, and business consulting. As a founding member of the Financial Advisory Group, he served as their Chairman and Chief Executive Officer before joining Wealth Enhancement Group in 2024.