900 East Paris Avenue, Suite 100, Grand Rapids, MI 49546 | 616.559.45551131 West Superior Street, Wayland, MI 49348 | 269.792.0362Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. United Bank Bank and United Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name United Wealth Management, and may also be employees of United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of United Bank or United Wealth Management. The United Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, AR, CA, CO, FL, GA, IL, IN, ME, MI, MO, OH, OR, VA, and WA. Securities and insurance offered through LPL or its affiliates are:
My name is Rick and I work here at United Wealth Management as a Financial Consultant. After graduating with my Bachelor of Science from the University of Florida and earning my MA from Western Michigan, I actually spent 31 years teaching at Wayland Union Schools before coming to United Wealth Management in 2001. I feel really lucky to have built so many great relationships with my clients.
Once I am off work, I enjoy spending time with my family. I can often be spotted at sporting events cheering on my grandchildren. I am a big fan of baseball, the Red Wings and playing golf. One fun fact about me is I coached baseball, basketball, and golf while at Wayland Schools. In fact, I am a member of the Michigan High School Baseball Coaches Hall of Fame.
The process of planning for your financial future can be difficult on your own. Contact me today for real solutions to help you build for what is ahead.
Real Solutions for Real Life
Preparing for initial meeting
Gather financial statements and start a list of your current and future financial goals.
Education and tools
A few simple resources, like market information and calculators, can make managing your money so much easier.
You have questions about your finances. Our trusted team has answers, and we sincerely want to guide you forward.