
Richard Nadler, CFP®, CPA, MBA (Retired)
Rick is founding member of the firm. He was a frequent lecturer in the discipline of financial planning at The Ohio State University and served on the model curriculum committee on the CFP® Board in Denver, Colorado. He was a Certified Public Accountant for more than 30 years and had significant experience working in senior level finance positions with Fortune 500 companies.
Rick received his MBA from Washington University in St. Louis in 1989. He serves on the Investment Advisory Committee to the Dave Thomas Foundation for Adoption and is a Charity Newsie. He was a formerly a member of Financial Executives International (FEI), Ohio Society of CPAs, American Institute of Certified Public Accountants and a former Board member of BalletMet Columbus.
Rick lives in Illinois with his wife, Lynn, and enjoys spending more time with their grandchildren.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.