Our Team

Rick is a graduate of Case Western Reserve University (B.S. Chemical Engineering). Since 2003, Rick has been providing comprehensive financial planning services to his clients. He helps clients with retirement, education planning, estate planning and insurance needs. He lives in Franklin with his wife, Kristie, and two children, both attending Hales Corners Lutheran schools.

Jacob holds a B.S. from Beloit College and an MSc from the University of Exeter (England). Jacob provides independent comprehensive financial planning advice to his clients to help them address their financial goals. He guides clients with retirement, education planning, estate planning, and insurance needs. Jacob lives in Greendale with his wife Elaine and their two children. When he is not in the office he enjoys spending time with his family, traveling, and playing golf.

Elaine (Jacob’s wife) is a native of Door County Wisconsin and is a graduate of WCTC. Client service and satisfaction are qualities Elaine brings with her to Manchester Investments. Elaine provides client account servicing and works together with Teri & Ann Marie coordinating educational events for our clients. In her free time Elaine enjoys gardening and interior design (for their home, our offices and friends & family).

Jessica is a graduate of The University of Pittsburgh. She comes to us with a diverse background in industries, all centered around top-notch customer service. She provides client account servicing and works with Elaine to coordinate educational events for our clients. She is a mother to two wonderful kids, and enjoys playing volleyball and being active outdoors in her free time.