Rick ManskeCFP®, BFA®

What’s a particularly rewarding example of how you helped to create impact for a client?

One of our clients was diagnosed with a terminal disease. Our planning service provided confidence that when he passed, his spouse was going to be fine. As I sat with them at their kitchen table talking about a future that was soon to be only hers we all cried. He smiled and through streaming tears said, “see I told you that you would be fine” and then turned to me and said, “you be sure to take good care of her.” She is a client to this day as are both of their children. The promise we made that day and the calm that settled on them was palpable and a moment I remember like it was yesterday. Properly managed money will often outlive us. Preparing for the transition is an incredibly important part of our relationship with clients.

What’s the one thing people say you’re best at?

Most people agree that I am a quick starter and comfortable trying new things. I feel comfortable speaking to anyone regarding a wide range of topics. Oftentimes this helps me to communicate between parties and explain complex topics. I enjoy getting to know people and find myself learning new things from different people all the time. I am not a black-or-white type of person and can often see the middle ground when comparing options and bridging divides.

When you retire, you’re going to…?

I plan to learn, play, create and exercise. My entire career I have talked about retirement with hundreds of people. I have learned from them that knowing your values and keeping in alignment with them will help give your retirement purpose. Having many relationships and people in my life is important, as is ongoing learning and fun playing. Spending time and money creating memories and family heritage is a treasure I hope to enjoy. The golfers that are reading this will understand that it might be the first time in my life that I develop a good short game.

Where did you grow up?

I grew up in a small town in Michigan called Spring Lake “where nature smiles for seven miles.” It was an ideal place to grow up, where I felt safe, loved, and encouraged. This simple little town provided most of what a child needs for a good start in life. I recognize that is an advantage when compared to what many people have, and I am grateful for this simple, humble beginning. Western Michigan is where my life began and now living in Western North Carolina just surpassed 50% of my lifetime, but I will always think fondly of my youth in Spring Lake.