Rikk Rodriguez joined the team in September 2021 and serves in the role of Wealth Advisor. With a passion for helping clients succeed financially, he began his financial career in November 2006.
Rikk, his wife Angela, and their daughters Adalyn and Evelyn, reside in South Elgin. An active part of their community, they enjoy serving at Christ Community Church, Feed My Starving Children, Coats for Kids, Habitat for Humanity, and Prepare/Enrich. Additionally, he has traveled on various mission trips.
Rikk’s passion has him working with a select group of individuals, families, business owners, and businesses; helping them build, manage, preserve, and transfer their wealth. Rikk’s process for the development of customized plans is simple and straightforward. It starts with the client. During the discovery meeting, Rikk gets an understanding of what is on his clients’ mind and focuses on what is important to them. With an understanding of their priorities, risk tolerance, values, and goals, he develops a customized plan designed to help clients utilize various financial strategies, such as investments and retirement planning, risk management, insurance, education, and legacy planning.
Once developed, the strategy is studied, evaluated, and analyzed. Rikk meets with his clients to explain his findings, and, with their permission, implements his recommendations. Upon implementation, Rikk evaluates and monitors the plan on an ongoing basis, meeting clients regularly to adjust the plan as needed based upon changes in their lives, markets, or regulations.
