Broker Check

Rick Greenlee

Rick Greenlee

Senior Partner

Rick is a partner of Summit Pointe Financial Group, specializing in assisting business owners in transferring their business to their chosen successor while minimizing their tax liability. Rick and his staff have a long and proud history of helping meet the needs of business owners, executives professionals and retirees. Through his efforts you will be able to determine the appropriate financial strategy for your situation.

Rick’s process has two primary steps: first, to fully understand and analyze the specifics of your personal and business succession situation. Then, provide you with information, alternatives and advice, so you can make the best possible decision about your financial future. Each of his financial plans is designed to help meet your unique needs, circumstances and objectives.

Rick and his staff will develop, implement, review and update your plan on a regular basis. As the complexity of your financial situation grows so does the need for professionals to provide these services. That’s why Rick approaches your financial planning needs with a team of specialists. It’s the key to our success and yours.

Rick is a native of Kansas City and has worked in the financial services industry for 31 plus years. He earned a BA in sociology and minor in business from Baker University at Baldwin City, Kansas. Rick runs a part-time farming operation in Milo, MO and owns and manages a housing complex in Cameron, MO. In his spare time, he enjoys hunting and is an avid fisherman. He and his wife, Sandee, along with their three sons live in south Kansas City.