Rick has more than 28 years of experience providing financial planning, income and estate tax planning, business consultation services and retirement planning for small business owners and executives, as well as other high-net-worth individuals and their families. He is also a shareholder with Hancock & Dana, P.C., a respected Omaha CPA firm.
In 2003, Rick founded Homan Wealth Advisors as a fee-only Registered Investment Advisor firm. He recognized a need among his tax clients for a solution that enabled them to pursue individual financial goals based on a fully integrated wealth management process. As a Certified Financial Planner® and a CPA, Rick blends investment and risk management strategies with tax and estate planning to provide wealth solutions that are tailored toward individual need.
Rick holds a bachelor’s in accounting from Briar Cliff University. He received the Elijah Watts Sells Award with High Distinction upon passing the CPA exam in 1981, and he has held his CFP® designation since 1986.
Rick joined Homan Wealth Advisors in 2011. He holds the Series 66 license.
Rick has more than 30 years of experience working with individuals and small businesses in the areas of income and estate planning, succession planning, business consulting and retirement planning. He is also a manager with Hancock & Dana, P.C., an Omaha CPA firm.
Through discovery and planning, Rick provides direction to clients regarding their ability to take risk, investment objectives and risk tolerance.
Matt joined Homan Wealth Advisors in 2011. He brings with him over 12 years of experience in the wealth management industry. He facilitates the monitoring of client portfolios, trade management, portfolio analysis and Monte Carlo simulations.
Matt graduated from the University of Nebraska at Omaha with a BSBA – Finance. He holds the Series 65 license.
Ron joined the Homan Wealth Advisors team in 2016. He has over 19 years of experience in the wealth management and financial planning industry. He holds the Series 65 license.
With his Master’s degree in counseling, Ron listens to each client’s unique goals in order to help that client create a path toward reaching that goal.
Ron’s experiences in trust administration, qualified plan educational meetings, estate planning, IRA administration, and financial planning gives him a unique perspective as one part of a well-rounded team at Homan Wealth Advisors.