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January 1991
Liz is introduced to financial planning and leaves a fulfilling career as a university administrator to pursue her new passion for financial planning with Waddell & Reed.
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April 2000
Rick exits the architectural industry after 9 years to pursue his zest for finance ... launching a financial career that includes writing a financial newsletter, providing market insights on the radio, teaching investment seminars, and conducting technical market analysis for commodity & currency trading firms.
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December 2009
Rick West joins Waddell & Reed
Rick begins his financial planning practice with Waddell & Reed.
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May 2013
Liz & Rick meet
Liz and Rick first realize the similarities in their approach to financial planning and client service -- beginning the foundation of their partnership.
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November 2015
Sampson West & Associates, Inc.
As Liz likes to say, "After having business dated for a number of years", Liz & Rick merge their practices by forming a team.
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May 2018
Concord River Financial
Team "Sampson West & Associates" begins to do business as "Concord River Financial" in an effort to better reflect their client-oriented philosophy and long term commitment to their clients' financial interests.
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June 2019
Acton, MA office
Concord River Financial relocates their Massachusetts office to Acton, MA, in addition to affiliated office in Epping, NH.
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July 2021
Waddell & Reed acquired by LPL Financial
As a result of the acquisition of Waddell & Reed by LPL Financial, Concord River Financial aligns with broker dealer LPL Financial.
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May 2022
Rick and Liz welcome Carl Marchitto as a Concord River Financial Partner and expand the practice to include a third office location in Connecticut.