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Rick Matthews, CFP®

Rick Matthews, CFP®

Senior Financial Advisor

Rick Matthews, a Senior Financial Advisor, brings a wealth of experience and a commitment to community service to GL Capital. His educational journey began with graduating from East Pennsboro High School in 1978. He continued his academic pursuits at HACC, earning an Associate in Data Processing in 1980. Furthering his education, Rick obtained a Bachelor of Science in Accounting from Penn State in 1982.

In 1992, Rick achieved the Certified Financial Planner (CFP) designation and currently holds securities licenses 6, 7, 63, and 65, allowing him to serve as an investment advisor across all US states. Rick's financial services career commenced in 1989 with IDS Financial Services with Wayne Logue as his training manager. IDS ultimately became American Express Financial Advisors which is now formally known as Ameriprise Financial where he worked from 2006-2022. Rick ultimately joined GL Capital in December of 2022 and reunited with Wayne Logue. His specialization is in retirement income planning, with a focus on tax planning strategies, stemming from his time with Boyer & Ritter CPA firm.

Outside of work, Rick is deeply involved in his community. He has served as an EPYAL Baseball coach and had played a significant role in East Penn Panther United Soccer, having been the past president and coach. Rick has been an active member of the East Pennsboro Lions Club since 1988, serving as a Board Member and past President.

Rick Matthews epitomizes the values of experience, community engagement, and a dedication to strategic financial planning, making him an invaluable member of the GL Capital team.