Rick Holman

Rick Holman is a seasoned professional in estate planning and financial consultation, currently serving as Vice President and Senior Estate Planner at Robert W. Baird & Co. since November 2014. In this role, Rick collaborates with financial advisors and clients to enhance estate plans. Previously, Rick held the position of Corporate Vice President at The Nautilus Group, overseeing case development and advising agents on estate distribution and business succession. Rick's career also includes experience as an Advanced Sales/Marketing Attorney at Genworth Financial and as a Financial Planning Consultant at Raymond James Financial, where expertise was provided in various financial areas including tax and estate planning. Academic qualifications include a Bachelor of Arts in Political Science and Government from the University of Miami and a Juris Doctor from Florida State University.