Rick Buller has been serving individual investors and small businesses with their financial planning, retirement, investment and insurance needs since 1987.
He began his career with an emphasis on diversified investments and the importance of developing a game plan. He still advocates having a game plan and believes that it should be fluid, to adjust to the changes in your life as you mature.
Rick leverages a bachelor's degree in accounting and education as a CPA to guide his clients toward retirement. As a registered representative with Berthel Fisher & Company Financial Services, Inc., Rick is able to offer a product lineup to develop a personalized game plan for each client. His experience as a CPA helps him show clients the big picture, including the tax ramifications of various investments. He can also assist clients with 1031 exchanges.
Rick enjoys road and mountain biking, kayaking, hiking, skiing, golf and other outdoor activities. He is an avid SCC men's basketball fan and enjoys watching college football.