Rick Burger

Rick grew up in the small town of Dwight, Illinois, which is known for having the first stoplight south of Chicago on historic Route 66. After earning his Bachelor of Science in Accounting from the University of Illinois, he launched his career in the corporate world, first as a Senior Auditor with a Big Eight firm, then as an Investment Syndicator CPA, and later as the CFO of a public real estate company. Over time, he found himself wanting to shift away from navigating auditors, attorneys, and SEC filings and instead focus on making a meaningful difference in individuals’ lives. That calling ultimately led him to pursue a more personal, client‑focused career in financial advising. 

As he transitioned into financial services, Rick built on his deep financial and executive background to serve clients through thoughtful and comprehensive planning. He eventually joined CP, where he was drawn to the firm’s unified approach to financial strategy and its intuitive Living Balance Sheet® platform. Today, Rick works closely with doctors, corporate CEOs, small business owners, and individuals who value long‑term guidance and want to take an active role in creating a complete financial plan for retirement, legacy, and charitable goals. Clients appreciate the rare combination of CPA‑level insight and real‑world executive experience he brings to every relationship. 

Life outside of work is equally fulfilling for Rick. He and his wife, Cathy, live in Matthews, North Carolina. He enjoys spending time playing backgammon, hearts, spades, and euchre, as well as working in the yard through landscaping and gardening. Faith and community are central to his life. Rick is a member and men’s small‑group leader at First Baptist Church Indian Trail and is an active member of the American Institute of Certified Public Accountants. He has also previously served in stewardship and finance leadership roles within churches in Colorado and North Carolina. Grounded, approachable, and committed to long‑term partnership, Rick’s mission is simple: to be the trusted advisor his clients can rely on, no matter what life brings their way. 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. Not practicing CPA for Guardian or its subsidiaries or affiliates.