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North Scottsdale Wealth Management Team

Rick Cluck, CFP®, CLU®

Rick can be reached at: 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: or 480-990-9100

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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

Nancy can be reached at: or 480-990-9100
Customer Service Representative

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Nancy Butterly

With a technology support background, Nancy assists with day to day operations in the office. She helps keep everything running smoothly to ensure new and established clients always have the information they need. Nancy truly loves her job, enjoys helping people and learning all about the financial industry.

Nancy Butterly

Birthplace: Sellersville, PA

Favorite Childhood Memory: Camping with my family and tagging along with my mother’s girl scout troop. I remember being the littlest one to hike up to Bowman’s tower in Washington’s crossing. It was so hard and so rewarding!

Hobbies: Yoga, Hiking, Camping, Boating, Reading

Passion: My passion is Yoga in its entirety. I love studying and learning everything I can about this ancient philosophy.

Family Life: Married to my husband, John, for 28 years and we have two wonderful children, Travis 26 and Danielle 24. My third child is my dog “Gili” who is the most amazing, friendliest dog ever!

Favorite Quotes: “If you’re not making mistakes, chances are, you’re not doing anything. I’m positive a doer makes mistakes.”

– John Wooden

Kris Greene

Kris can be reached at: or 480-990-9100
Client Services and Operations Manager

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Kris Greene

As Client Services and Operations Manager, over the past 14 years, Kris has worked with clients to facilitate their specific wealth management and account needs. Kris is dedicated to providing the highest quality of personalized service as she facilitates account maintenance and assists Rick as he implements the clients’ wealth management plans. Kris holds her 6 and 63 securities licenses.

Kris Play

Birthplace: Kris was born in Oconomowoc Wisconsin and has lived in Phoenix since she was 2

Favorite childhood memory: Singing with my sisters while doing the dishes in our kitchen

Hobbies: Baking, hiking, reading

Family life: Kris is actively involved in her church, she sings in the choir and enjoys time in the mountains with her children and grandchildren.

Favorite quote:

“He has told you, O man, what is good;

and what does the Lord require of you

but to do justice, and to love kindness,

and to walk humbly with your God?”

– Micah 6:8

N. Scottsdale Wealth Management Team

Rick HeadshotVickie HeadshotNancy HeadshotKris Headshot

Contact Us Now North Scottsdale

Contact Us Now

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

Or have one of our representatives contact you.