Rick has over 28 years of experience in the financial services industry, 20 of those with Allburn Financial Consulting. A graduate of Penn State University, Rick earned his Bachelor’s Degree in Industrial and Management Systems Engineering. He is a FINRA Registered Representative holding series 7, 31, 63, 65 licenses, as well fully licensed in Annuity, Life & Health Insurance.
Rick serves Allburn Financial Consulting clients in a multitude of ways, performing portfolio analysis, money management research, portfolio trading, due diligence for investment recommendations, financial planning and new business development. In addition, Rick is experienced in defined benefit and defined contribution company retirement plans.
A native of Lancaster, Pennsylvania, He and his wife Julie, and their son Andrew, have called Williamsburg home since 2000. Over the years, Rick has served on the boards of several organizations. You can find the Henry family out and about enjoying the wonderful Virginia Peninsula.