Rick Class, CFP®, CRPC®, CWS®

Vice PresidentFinancial AdvisorPortfolio Manager

Rick has more than 15 years of experience in the industry. He focuses on creating lasting relationships to help clients achieve their financial goals and make well-informed investment decisions.

Outside of work, Rick and his 11-year-old daughter, Callie, enjoy traveling, reading, volunteering at their church, and are both avid sport fans. They also have a two-year-old dog named Kona. 

Phone 336-742-7053