Qualifications 

Rick Zwelling is an Accredited Financial Counselor with more than 30 years of experience in business and finance. His passion for teaching people the fundamentals of personal finance has helped individuals and families from all over the country.

​He has owned multiple businesses, built business for a profitable mortgage company, and assisted individuals and non-profits by providing financial literacy education. ​

As Rick says, “Easing financial stress through education is my own, personal mission. It’s how I choose to serve my community.”