Rik Stone, CFP®

Rik Stone, Director of Operations, was born May 25, 1963. He has a degree of Bachelor of Science in Business Administration from Illinois State University in Normal, Illinois. He is a graduate of the College for Financial Planning in Denver, Colorado and is a CERTIFIED FINANCIAL PLANNER™ certificant.  He resides in Pleasant Plains, Illinois with his wife Tammy, daughters, Morgan and Cody and son, Trevor.

Mr. Stone was past Secretary of the Central Illinois Chapter of the Financial Planning Association (FPA).  Organizational memberships include Illinois State University Alumni Association, Sangamon Valley Estate Planning Council and The Greater Springfield Chamber of Commerce.  He has also participated in many fund raising activities for other various local charitable organizations and is active in his church.

Mr. Stone has conducted over 1500 seminars and workshops throughout the Midwest on various topics regarding retirement, estate and investment Planning. He was selected to be in the Springfield Business Journal’s “Forty Under 40” 2001 class.  He was also selected to be the subject of a biography in Marquis Who's Who in Finance and Industry 1991 - 1992, edition.  He has been featured in local newspaper columns and on Springfield area radio and television stations.