Richard Nadler, CFP®, CPA, MBA

Rick is founding member of the firm. Rick is 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 has been a Certified Public Accountant for over 30 years and has 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, is a member of Financial Executives International (FEI), Ohio Society of CPAs, American Institute of Certified Public Accountants and is a past Board member of BalletMet Columbus and is a Charity Newsie. Rick and his wife, Lynn, live in Worthington and enjoy spending 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.