As a founding partner of CGL Financial (formally Crawford Graham & Associates), Rick has dedicated his career to helping clients achieve their financial goals. He especially enjoys building relationships with clients over multiple generations, some of which have spanned more than four decades. He also takes great delight in mentoring younger advisors at CGL Financial and looks forward to witnessing their continued success as they grow in their careers.

Rick began his advisory career in 1973 when “financial planning” was simply a catch phrase. For nearly half a century, he has been a key player in the evolution of the financial planning industry.

Rick is a Certified Financial Planner^® practitioner and has obtained the Certified Professional Consultant on Aging^® designation.

In his free time, Rick enjoys reading and spending quiet time with his wife, Mary, in front of the family fireplace. He also thoroughly enjoys a good game of golf, even though he claims the “good” ones are few and far between.

*Registered with Investia Financial Services Inc.