​Rick Conner

Rick has more than 28 years of accounting experience, half of which has been spent working with high net worth individuals. He specializes in estate and charitable gift planning, private foundation compliance, and fiduciary related planning and compliance needs. He worked for the international accounting firm, Ernst & Young, and has also spent time in Washington D.C. covering House and Senate tax hearings. Rick’s team includes former managers from Ernst & Young and other experienced staff specializing in income tax for high net worth clients.