About Us

WE’VE BEEN THERE

We’ve been around the block a couple of times. We have spent three decades observing the impact on people we know of the economy, market cycles, job and career changes, starting and selling companies, marriage, divorce, raising and educating children, losing parents and health challenges. We know what it’s like to work very hard — we understand the pressure and sacrifices that come with extremely demanding careers. And we’re parents — we know the pain of having to choose between responsibilities at work or in personal matters, and spending time with our spouses and children.

At On Keel, we work hard so that our clients are absolutely certain that their financial affairs are being handled professionally. We want our clients to feel calm, organized and relaxed.

In a boat, your seatmates depend on you to pull your own weight. We bring that ethic to our relationship with our clients.

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Rick has a BA from the University of California, Berkeley where he rowed on the crew team, and a MBA from Stanford University. He worked for two of the most successful trading operations in the history of Wall Street. He has specialized throughout his career in raising capital, developing new markets and managing client relationships. Rick has four children and lives in Mill Valley, California. He is a member of the Board of Directors of the Marin Rowing Association and enjoys rowing, golf, skiing and the myriad of other activities and requirements associated with being a hands-on dad.