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Meet Our Team 

At the Flick Fuller Group, we pride ourselves on what makes us different. Dale is our wealth planning expert who provides guidance to navigate the difficult landscape of financial decisions that can sometimes seem overwhelming. Rick is the master of investment management who dives deep into your portfolio to ensure it will adapt to changing macroeconomic events and personal life changes. Spring brings a sense of calm to every interaction, ensuring you always have what you need to feel comfortable and confident that you’re in the right place. Together, we have one goal: To make sure you have everything you need to feel secure in your financial future.


Advanced Planning Team

Advanced Planning involves a range of wealth management issues that require a significant depth of expertise.  Your relationship with The Flick Fuller Group is a collaboration between our team and the deep resources at Baird.  With access to additional council from our dedicated in-house professionals, our team can tailor the most complex solutions facing your family or business.


Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.