Rick Havenridge, APMA

Financial Representative

Principal Securities Registered Representative

Financial Advisor

Specializing in helping Postal & Federal employees with retirement planning.

"You were born to win, but to be a winner you must Plan to win, Prepare to win, and Expect to win!"          -- Zig Ziglar

BACKGROUND:

Before discovering his passion for investments and financial planning, Rick worked 36 years for the US Postal Service. Now Rick focuses on helping Postal & Federal employees discover and work towards their financial goals, to help them retire with confidence and make educated decisions for their future. Rick greatly values that he gets to combine his skills as a financial advisor with his prior experience to help others, and is often heard saying... "I Love my Job!"

EDUCATION & CREDENTIALS:

Rick earned his Certificate in Financial Planning in 2012 from Metropolitan College in Omaha Nebraska, studying investments, retirement planning, and risk management. Rick holds the FINRA securities registrations SIE, S66, and S7. He also maintains his resident life, accident, health and annuities insurance licenses.

INTERESTS:

A former stock car racer, you will find Rick and his wife Patsy at as many racing events as possible. Dirt track Late Models are their #1 love, but NASCAR, Sprints, Modifieds, or Stock Cars, they love it all! They enjoy RVing, (usually at a racetrack!)
Rick & Patsy treasure 2 daughters, and spoil 4 grandchildren.