Over the last twenty years, Rick White has been immersed in the world of financial planning and investment advisory services.
After fourteen years in the insurance industry, where he helped clients with their business and personal insurance needs, Rick began his career as a financial advisor in Traverse City, Michigan with Merrill Lynch in 1998. Now, as an independent LPL financial advisor, Rick seeks to serve his clients as part the team at Advanced Financial Group, Inc. The foundation of Rick’s success is based on first taking care of his clients. His passion is helping his clients pursue their financial goals by helping them protect and grow wealth. The desire to do what is best for his clients motivates Rick every day as he studies and enhances his financial advising practice.
Rick and his wife, Ellen, have two grown children: Christina, who has her Master’s degree from Central Michigan University and currently works in the Marketing department at Samaritas Senior Living; and Cameron, a filmmaker who has produced two movies and several commercials. Ellen and Rick embrace living in Northern Michigan by boating, snowmobiling, biking, hiking, camping, and competing annually in the M-22 Challenge. Most recently, Rick has been active in serving his community through Freedom Builder’s Ministry.