C. Rick Skinner, CFP^®, EA, AIF^®

CERTIFIED FINANCIAL PLANNER® Professional│Enrolled Agent | Accredited Investment Fiduciary®

“In investment management, the real opportunity to achieve superior results is not in scrambling to outperform the market, but in establishing and adhering to appropriate investment policies over the long term – policies that position the portfolio to benefit from riding with the main long-term forces in the market.”
-Charles D. Ellis, CFA

Education

• International Business College, Associate Degree in Professional Accounting 1975.
• College of Financial Planning, CFP® Certification Education Program,1987
• Certificate of Enrollment to Practice before the Internal Revenue Service, 2004
• The Center for Fiduciary Studies, Fi360 Accredited Investment Fiduciary Program, 2009

Experience

• TPR Wealth: 01/01/2022 - Present.
• Watermark Wealth Management: 07/15/2013 - 12/31/2021.
• Summit CPA Group, LLC: - 03/2011 - 06/2013.
• Skinner Financial Services, Inc: 03/2002 - 02/2011.
• Investment Advisors of Indianapolis: 2001 - 2002.
• Axia Advisory Corporation: 1999 -2001.
• My favorite aspect of my job is serving people and helping them to achieve their financial goals and objectives. I enjoy developing long lasting relationships, which often turn into long lasting friendships.

Personal

• Resides: Noblesville, IN
• Spouse: Roxie (Converse) Skinner

_{**Rick works specifically with TPR Wealth clients}**