Meet the Team
Rickert Financial Group
At Rickert Financial Group, we’re more than financial planners—we’re your partner in building lasting financial security and confidence. Our personalized advice is built on trust, experience, and a commitment to always act in your best interest.
Our actions are guided by trust, reliability, empathy, prudence, and innovation. We are dedicated to making a positive impact on your life and your financial future. With respect and confidentiality, we prioritize your goals and concerns, working exclusively for your benefit.
We help you understand where you are today, map out where you want to go, and prepare for the unexpected along the way. Whether you’re growing your wealth, planning for retirement, or protecting your legacy, we’re here to help you navigate every step with clarity and confidence.
Contact us today to start planning for your future with a team that truly has your back.
Andrew D. Rickert, BMath, CFP®
Founder, Rickert Financial Group
Life Insurance Advisor, Managing Director
Senior Financial Advisor – Worldsource Financial Management Inc.
Anthony E. Rickert, BA, CFP®
Founder, Rickert Financial Group
Life Insurance Advisor, Managing Director
Senior Financial Advisor – Worldsource Financial Management Inc.
Jennifer J. Rickert, BBA
Manager, Marketing and Corporate Promotion, Rickert Financial Group
Jennifer J. Rickert is associated with Rickert Financial Group and is not registered in any capacity with Worldsource Financial Management Inc. Worldsource Financial Management Inc. is responsible for mutual fund-related business activities conducted by its Registrants only, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.
Patricia Giglio
Administrative Assistant, Worldsource Financial Management Inc.
Arveer Dhami
Administrative Assistant, Worldsource Financial Management Inc.
Client Experience Facilitator and Administrator, Rickert Financial Group