100 Europa Drive, Suite 410 Chapel Hill, NC 27517 Secure Client Portal

Giving Back

We’re committed to giving back to the community. Our primary focus: financial literacy.


Rick has taught personal finance basics to 500+ high school students over the past eight years. His mini courses cover budgeting, saving, credit cards, investing and affording college.



Rick and Molly have taught “Personal Finance in Retirement” through Duke University’s Osher Lifelong Learning Institute (“OLLI”). The course covers investing and retirement affordability strategies. It spans 6-11 weeks, depending on the semester. A link to OLLI’s website is here: http://www.learnmore.duke.edu/olli/

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