For more than 25 years, Rick Shanley has helped people manage their wealth. He is very knowledgeable in financial management and especially adept at retirement planning. Rick has advised clients in or near retirement on strategies to build wealth, spending it efficiently, and making it go where it is intended when people pass.
During his career, Rick has helped clients manage multiple market cycles, including the Dot-com crash, the 2008 Great Recession and housing market crisis, and economic turmoil caused by the pandemic. Through all these events, Rick’s insight guided clients’ decision making in balancing short-term needs with their appropriate long-term goals.
At this stage of his career, building personal relationships with clients and working with them to create a plan to pursue their goals of their money meeting their values is what motivates him. Rick is inspired by the opportunity to help families manage some of the most difficult times of their lives by acting as a facilitator and collaborator with clients’ legal and tax professionals.
Rick is a Certified Financial Planner (CFP®) and an Accredited Investment Fiduciary (AIF®) and holds FINRA Series 7, 24 license, and 66 license held through LPL Financial.
He’s very involved in his local community and has served in leadership roles on the Board of Directors of the Community Memorial Foundation and Aging Care Connections. Rick graduated from Indiana University in 1994. He has lived in LaGrange, Illinois for more than 25 years and has three children; Abigail, Matthew, and Ben.