- 941-320-5532
- Sarasota, Florida
learn about our history
Established in 1988, the firm is headquartered in beautiful Sarasota, Florida. Suncoast Advisory Group enjoys a national reputation in the field of innovative financial and practice planning, particularly for physicians and dentists. We offer jargon-free, straightforward advice, free from hype and based on solid research and years of experience. There are never unexpected fees or hidden costs. We don’t like surprises when it comes to financial, business, or life planning – and assume you don’t either.
Unveiling financial potential with a foundation in Stoic wisdom and the insights of Behavioral DNA, Rick advocates for a worry-free, high-quality life and has over 35 years of experience in the financial advising industry.
Motivated by the financial challenges witnessed in his youth, Rick has crafted a four-stage financial life planning process that integrates values and goals, psychology, and a keen understanding of the client’s Behavioral DNA. This holistic approach helps his clients achieve financial independence and a more prosperous life.
Rick values his clients beyond the numbers and adds a delightful tone to his conversations with his sharp wit. When not decoding finances, he balances his energy with yoga, enjoys golfing, works with his favorite personal trainer., and relaxes with a glass of red wine. Staying active and exploring the country with his family and furry companions is his recipe for unforgettable experiences.
With over two decades of financial industry expertise, Renee excels in serving as the primary point of contact for clients and institutional connections. Her focus on clear and reliable communication, coupled with meticulous attention to detail, defines her approach. As a Financial Paraplanner Qualified Professional since February 2012, Renee is dedicated to ensuring clients have a friendly and knowledgeable contact just a call or email away.
Beyond her professional achievements, Renee is a devoted volunteer at the Children’s Cancer Center, Habitat for Humanity, and Metropolitan Ministries. She enjoys cruising and aspires to retire on a cruise ship, reflecting her adventurous spirit.
