Rick Zich, MSF, MBA, CEPA^®

As a wealth advisor, Rick helps clients define their financial goals and create personalized plans to pursue them, balancing practicality with long-term aspirations. His approach is built on open communication and mutual trust.

Before joining SIA, Rick was President and CFO of a consumer goods company and currently co-owns Trinity Diamonds with his wife. He has deep experience in technology and operations, having chaired the Microsoft Dynamics peer group and consulted on software integration and manufacturing efficiency with Desertview Management Services. His CEPA designation enables him to help business owners maximize value.

Rick holds FINRA Series SIE, 7, 24, 63 and 65 registrations, which are held through LPL Financial.

Outside the office, he enjoys working out, science fiction audiobooks, and traveling, recently to Tahiti. His office displays photos from his global adventures, including a memorable trip to Australia with his daughter to celebrate her high school graduation.

Q&A

Who are your favorite authors?

My favorite authors are J.N. Chaney, Terry Maggerts, Craig Alanson, Alastair Reynolds, Jason Anspach, Nick Cole, and Neal Stephenson.

What Sports team do you actively root against?

The Chicago Bears – I am from Wisconsin, nuf said.

Cats or Dogs?

Dogs.

When you were a kid, what did you dream of becoming when you grew up?

When I was 5, I was pretty sure I’d be an astronaut when I grew up.

What do you enjoy doing in your free time?
What is this free time that you speak of? I fill my time with work, listening to audio books, walking the dogs, enjoying dinners out with my wife, visiting my new grandchild, visiting children, going to Packer games, doing things around the house, working out, playing games, swimming, and keeping my education up to date. This leaves little time left for anything else!