Broker Check

Team

"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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Ashley

Office Support Specialist

877-974-7569

877-231-4569

Ashley graduated from Edison State College in 2011. She is responsible for general office and client support including client referrals, marketing, our newsletters, our website, and other correspondence. With over 14 years of...

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Monica

Client Administration Specialist

877-974-7569

877-231-4569

Monica has over 15 years of knowledge and experience in customer service and is currently taking courses for Securities America Assistant Certification. She is responsible for general office and client support, and is happy to provide...

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Kyle Zurbriggen

Office Support / Advisor in Training

877-974-7569

877-231-4569

Kyle is attending Thomas Edison University studying management. He will graduate in 2017 with his Bachelor of Science in Business Administration, with a focus on General Management. With over 6 years of experience in customer service,...

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