Our Valuable Team Members
Al is a graduate of the University of Nebraska-Omaha and began his financial services career in 1992 after spending four years as a professional golfer. Since receiving his CERTIFIED FINANCIAL PLANNER™ certification in 1997, Al has been committed to providing comprehensive planning and investment management to successful business owners, executives and medical specialists.
Al has spoken publicly on numerous occasions regarding IRA distribution planning, charitable planning techniques, alternative investment strategies, Modern Portfolio Theory and Behavioral Finance. In 2009, Al hosted a financial focused radio show on News Radio KMBZ in Kansas City called “WINning With Al Rickert”.
As an Investment Advisor Representative with LPL Financial, Al has access to numerous well known money managers and a flexible, truly independent financial management platform, which enables him to create dynamic and customized portfolios for his clients.
Al is joyously married to Lori, and they cherish each and every day with their children. Jamie (21) is a Senior at Colorado State University pursuing a degree in Health and Education Sciences. Jake (19) is a Sophomore at Kansas State University and at the age of 15 achieved the honor of Eagle Scout!
Interests outside of providing financial guidance for his family and clients, include: friends, golf, sports of any kind, fine red wine and just being outdoors.
Bill provides comprehensive planning services to individual and qualified retirement plans. He has recently received the Accredited Investment Fiduciary (AIF®) designation. Bill has over 37 years’ experience and has been affiliated with LPL since 2002.
Bill is an Okie by birth. He married his wife Cheryl, who is from Kansas, in 1985. They have three children, and recently became grandparents with the birth of their grandson. Bill and Cheryl love to spend time at Grand Lake, Oklahoma. They also enjoy traveling and spent their 30th wedding anniversary in Turkey. Bill is an avid fisherman, pianist,
squash player and golfer. His life motto is “just get even with those that have been nice
James is a graduate of Truman State University. With a major in Finance and a minor in Economics, James began his financial services career in 1994 with American Century Investments in Kansas City, MO. and for 9 years in Denver, CO. There he worked as an Investment Rep., Broker, and Investment Advisor where he helped develop and rollout investment planning software to high net-worth clients.
In 2001, James was awarded the CERTIFIED FINANCIAL PLANNER™ certification . Additionally, he holds the FINRA Series 6, 7 and 63 registrations with LPL Financial.
James and his wife Melissa treasure their daughter and son, Annaliesa (16) and J.T. (12) and love vacationing together in Colorado. Outside of financial services, James enjoys: coaching the kids, hiking, biking, golf, Kansas City BBQ, and the freedoms and ideals we are blessed to have in the USA.
Kaylee graduated from Kansas State University with a Bachelor of Science degree in Accounting. After graduation, Kaylee obtained her Certified Internal Auditor certification and spent 9 years working as an Internal Auditor. Kaylee worked at Layne Christensen for 1 year and CenturyLink (formerly Embarq) for 8 years prior to joining Centerpoint Advisory Services in February 2015.
Kaylee is happily married to her husband Aaron, they love chasing around their son, Cohen (7) daughter, Arden (5) and youngest son Finn (18 months). Kaylee and her husband enjoy watching Kansas State Football and the Kansas City Royals. Her other interests include: running, being outdoors and spending time with her family and friends.
Caroline graduated from The University of Kansas with a Bachelor of Arts degree in Communication Studies. After graduation, Caroline moved to New York and joined Cline Davis and Mann as an Art Buyer. She then worked for a creative production company as a Visual Arts Producer in NYC and Miami before moving back to the Midwest. Caroline joined Centerpoint Advisory Services in February 2019.
Caroline is married to her husband Michael and together they have two rambunctious boys, Nolan and Ethan. In her free time, Caroline loves traveling, cooking and playing tennis.