Broker Check
Richard J. Garner, CFP®

Richard J. Garner, CFP®

Director of Wealth Management

Rick Garner has been helping clients pursue their financial goals since 2002. He has a unique ability to provide tax-centric solutions for carefully chosen clients that demand excellence, innovation, and professionalism. He remains committed to building customized holistic solutions anchored from a deep understanding of each client’s individual goals and life’s dreams. He is a CERTIFIED FINANCIAL PLANNER™ professional and has passed the FINRA Series 6, Series 7, Series 63, and Series 66 licensing exams, as well as insurance licenses in Michigan, Florida, Ohio and Illinois.

Rick believes his time spent as a PGA Professional and Ski School Director at a top Mid-West Resort allowed him the opportunity to build a foundation of strong business skills and client relationships. He has taken that passion, knowledge, and enthusiasm to continually teach others forward in building a well-respected wealth management firm servicing clients all over Northern Michigan and beyond with offices in Traverse City and Petoskey.

He is a member of the Financial Services Institute and holds a Bachelor of Science degree from Ferris State University.

Outside of work, Rick is blessed to be married to Bobbi Jo (1998) and the proud father of two wonderful children. Carolynn (2002) is an avid hockey player for the Traverse City Lady Northstar’s U19 team and captain for the Traverse City Tritons High School Rowing team. Devin (2006) is also an outstanding hockey player for the Traverse City Northstar’s travel teams and enjoys playing lacrosse and golf. Rick stays very busy coaching both the girls and boy hockey teams along with playing in a men’s league himself. His family also enjoys boating, camping, and staying active within the Traverse City community.