Rick Schofield CHFC, CLU

Experience

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  YMCA of Southwestern Indiana

  Jan 1982 - Jan 1985

  Gym Manager

  Supervise gym activities and oversee staff of facility in evening shift.

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  American Express

  Mar 1992 - May 2005

  Platinum Financial Advisor

  Financial advisor working with individuals and small business owners.

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  Fishers Chamber of Commerce

  Jan 1999 - Jan 2005

  Board Member

  Director of Finance Committee

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  MDRT

  Jan 2000 - Jan 2018

  Million Dollar Round Table Qualifier

  Qualifier in several years. Top of the Table Qualifier in 2008, 2011, 2012, and 2015

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  YMCA of Greater Indianapolis

  Jan 2001 - Jan 2007

  Board Member

  Served on Board for Fishers YMCA finance committee

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  Money Concepts

  Oct 2005 - now

  Executive Director

  Wealth Advisor for a select group of very successful business owners and professional executives that aspire to a work optional lifestyle. We partner with our clients to help them make informed financial decisions to reach all of their goals and dreams. Professional, Century, Eagles, and Millionaire club 2005 - to presentRegional President of the Year 2009 2017Regional Wealth Coach of the Year 2009, 2011Regional Enterprise Leader 2008Disclaimer: Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons onlyAny non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its contentThird party marks appearing herein are the property of their respective ownersGuarantees are subject to the claims-paying ability of the issuing insurance companyPlease remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC © 1979-2010 Money Concepts International Inc. Show less