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North Scottsdale Wealth Management Team

Rick Cluck, CFP®, CLU

CA Insurance Lic: 0542409

Rick can be reached at: rick.cluck@ameriflex.com or 480-990-9100
Wealth Manager

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Rick Cluck

Rick’s drive to have a deep impact on the lives of individuals and families has been integral to his business for more than three decades. Rick helps clients create a clear picture of the life they desire and build a strategy aimed at helping that picture take shape. Rick is a CERTIFIED FINANCIAL PLANNER practitioner and holds the Chartered Life Underwriter designation, along with his Series 7, 24, 63 and 65 securities licenses. Rick is also a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors.

“Knowing you well is the best way to help you plan for the future and enjoy the rewards of your life’s work.”

Rick Cluck

Birthplace: US Airforce Base, Japan

Favorite Childhood Memory: Going to Disneyland, with all my cousins.

Hobbies: Baseball, hiking, working out, travel.

Family Life: My wife and I have 4 children – two sons and two daughters. We also have two granddaughters.

Favorite quotes: “The best way to find yourself, is to lose yourself in the service of others.”

– Mahatma Gandhi


Vickie Garcia, CFP®

Vickie can be reached at: vickie.garcia@ameriflex.com or 408-990-9100
Certified Financial Planner

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Vickie Garcia

Vickie has been in the Financial Services Industry since 1994. She enjoys helping clients on their financial journey and takes great pride helping clients determine which path to take. Vickie believes in open, honest communication to build lifelong relationships. “Helping my clients make decisions that can shape their future is a privilege – and a responsibility I take very seriously.”

Vickie holds a bachelor’s degree in Management along with the Series 7, 6, and 66 securities licenses. She is a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors. Vickie was recently published in the 2018 KNOW Phoenix, 100 plus women you want to know and do business with.

Vicki Garcia

Birthplace: Montana

Favorite Childhood Memory: Growing up in Montana with my family, enjoying many outdoor adventures.

Hobbies: I enjoy spending time with friends and family. I also love grabbing a cup of coffee with a good friend.

Passion: I have a passion for helping others achieve their goals.

Family Life: My husband, Ron, and I have two children. Ryan and Hailey keep us busy and, as family, we enjoy traveling.

Favorite Quotes: “Some people come in your life as blessings. Some come in your life as lessons.”

– Mother Teresa


Nancy Butterly

Customer Service Representative

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Nancy Butterly

Bio coming soon.

N. Scottsdale Wealth Management Team

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Contact Us Now North Scottsdale

Contact Us Now

Hours:
8:30 a.m. PST - 5:00 p.m. PST
Address:
14550 N Frank Lloyd Wright Blvd
Suite 120
Scottsdale, AZ 85260
Phone:
(480) 990-9100
Fax:
480-614-0965

Or have one of our representatives contact you.