Broker Check


"Deep down, my career isn’t about numbers - it’s about people. It’s about making a difference for a family and helping them leave a legacy for their loved ones." – Rick Zurbriggen


Rick is the President of Zurbriggen Financial and the creator of The Asset Longevity Series™. His practice has been focused on helping a limited number of successful retirees who enjoy active lifestyles since 1983.

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Kyle Zurbriggen

Office Support / Advisor in Training



Kyle graduated from Thomas Edison University his Bachelor of Science in Business Administration, with a focus on General Management. With over 6 years of experience in customer service, and having completed Securities America's...

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Elisabeth Schwindle

Client Administration Specialist



Elisabeth is a graduate of Liberty University with a Bachelors Degree in Christian Ministry, and has had experience in administration at Lumerit Education in their admissions department and is currently taking courses for Securities...

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