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About Concord River Financial
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joins Waddell & Reed
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.
launches financial career
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.
Rick West joins Waddell & Reed
Rick begins his financial planning practice with Waddell & Reed.
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.
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.
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.
Acton, MA office
Concord River Financial relocates their Massachusetts office to Acton, MA, in addition to affiliated office in Epping, NH.
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.
welcomed as new Partner
Rick and Liz welcome
as a Concord River Financial Partner and expand the practice to include a third office location in Connecticut.