Rick Loudenback, CFP®, CLU®, LUTCF, CMFC
As a strong advocate on behalf of his client’s, Rick provides strategic solutions in wealth management, risk management, insurance and employee benefits. Rick is able to reduce complex problems into simple and understandable solutions in order to help his clients see the opportunities that exist. He then guides his clients to objectively evaluate a variety of potential solutions while clearly explaining “trade-offs” inherent in these financial decisions before any products or services are implemented.
Rick believes clients make their best financial decisions within the context of a formal, comprehensive analysis that address all of the major aspects of their financial lives. Each new client relationship begins with a thorough examination of the client’s goals and resources. He then designs and manages wealth accumulation and protection strategies to help ensure his clients obtain the financial outcome they desire.
His natural communication skills, values and high integrity enable him to build long-term relationships based on trust. These relationships allow him to deliver client-centered solutions for his business and individual clients which repeatedly position him as a valuable long-term resource for his clients.
Before joining GCG in 2005, Rick has spent more than 20 years in the financial services industry, including 12 years with Prudential Financial. Rick held several positions and won many company awards for building agencies.
Rick lives in Parker, Colorado and has two sons. He enjoys golfing and playing the guitar.
Organizations: Centennial Association of Insurance and Financial Advisors, General Agents and Managers Association, and the Financial Planning Association.
Education: B.S., Business Administration, Columbia College.
Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC. Triad Advisors LLC and Alera Investment Advisors, LLC are not affiliated.
CA license # 0I28571