Our Team

Rick Hill

Rick Hill
Co-Founder, Managing Principal

My interest in helping people achieve their financial goals started with my first job as a stock broker in 1967. After three years, I left the brokerage business and joined Anheuser-Busch in St. Louis and held management assignments in the corporate finance, international treasury and capital planning areas. I rose to the level of Assistant Treasurer.

My passion for financial planning came full circle when I became an investment advisor for a very successful firm in 1998. I received my Certified Financial Planning (CFP) certification in 2001. I have written several articles including "Retirement Planning using Monte Carlo" for Personal Financial Planning Monthly. In 2007, I completed a one-year program on Wealth Management to further increase my knowledge in his area.

I graduated with a BBA from Wake Forest and earned an MBA-Finance from Wharton, University of Pennsylvania.

Read Rick Hill's interview in the September 9, 2008 issue of the St. Louis Post-Dispatch (Reprinted with permission of the St. Louis Post-Dispatch, Copyright 2008).

Commitment to Lifelong Learning

  • Attendee at the BAM Annual Conference
  • CEG Coaching Program Participant
  • Participant in Washington University's Olin Partner Series
  • Schwab Impact Conference
  • Continued earned credits to maintain CFP certification