Ian Rice, CFP®, ChFC®, CLU, CFBS, RICP
Managing Partner / Financial Advisor
Ian Rice, CFP®, ChFC, CLU, CFBS, RICP
Ian studied Financial Economics and business at University of Oregon and Portland State University. While at University of Oregon, he was a student athlete representing the wrestling team. Ian is a CERTIFIED FINANCIAL PLANNER™ practitioner, and holds the additional designations of Chartered Financial Consultant, Chartered Life Underwriter, Certified Family Business Specialist and Retirement Income Certified Professional.
Starting the business in 2009 as Rice Wealth Management (now Rice Financial Group) has grown exponentially by always putting clients first. As the business has grown, Rice Financial Group was created to accommodate more advisors.
Ian is passionate about teaching people the rules to this crazy game we call life. His expertise lies in his ability to get to know and understand people and help them build flexible strategies for our ever changing world and lives.
Ian lives in Sherwood, Oregon with his wife Jaime, two daughters Zoey and Katie, and son JJ. Away from business, you will most likely find him with family, at home puttering around his fixer upper or hacking his way around the golf course.
Nathan Piers-VanderPloeg, JD
Nathan is an Oregon native who attended Linfield College for his undergraduate degree before obtaining his JD* at the University Of Oregon School Of Law. After practicing law for three years, he transitioned his career into financial services. Nathan thrives on the opportunity to engage with his clients in meaningful conversations that help to address their actual needs and goals, no matter what stage of life they find themselves in. His education and experience give him a deep understanding of the outside forces in play in his clients’ lives and the potential road-blocks that can be avoided with proper planning and understanding.
Nathan enjoys spending time with his wife Samantha and son Elijah. As a former collegiate swimmer and a water polo player, he now uses his skills to coach high school water polo.
*JD – not practicing on behalf of MML Investors Services, LLC or its affiliated companies.
Cole grew up in Spokane, Washington and came out to Oregon to attend George Fox University where he studied Finance and Accounting. While attending GFU, he participated as a student athlete, playing 2 years on the Men’s Basketball team and 1 year on the Men’s Golf team.
Cole is passionate about making a difference in people’s lives by understanding and helping educate his clients on their financial truths and economic principles.
Away from work, Cole enjoys spending time with his friends and family. He is actively involved in his church and community group and as often as possible loves to get out for a round of golf or a Trailblazer game.
Shane studied Business Administration at the Pennsylvania State University where he was a student athlete playing on the ice hockey team. When the opportunity arose in 2014, Shane brought himself to the West Coast to further his endeavors.
Shane started out in the financial services industry in 2010 and has blossomed into a behind the scenes numbers guru. Shane prides himself on analyzing business and individual financial situations. In doing so, he gets most of his gratification by helping the advisors of Rice Financial Group prosper and grow.
In his free time you can find Shane playing ice hockey and partaking in the array of outdoor activities that Oregon has to offer!
Josh grew up just North of Chicago, Illinois and came out to Oregon after serving seven years in the United States Marine Corps. He attended Oregon State University earning two degrees in Finance and Management. He is currently studying at the University of Alabama to obtain his Masters in Financial Planning.
Josh’s passion is helping families and small businesses make sound financial decisions. He especially takes pride in serving other veterans and their families as he understands the many complexities veterans encounter.
Josh and his wife Rebekah have two young children, Conor and Amberlie. You will usually find them spending time together enjoying sports, the outdoors, or the gym.
Nicholas Atwood, CRPS®, CRPC®, CFBS- (Lubbuck, Texas)
Nicholas Atwood, CRPS®, CRPC®, CFBS
Nick has 15 years of experience in the financial services industry. His ability to connect with people and understand their concerns is a huge asset in running his practice.
In addition to 15 years of working with clients Nick also has experience with product specialist and advisor management. He is our boots on the ground advisor helping to service our clients in the South Central states.
Nick, his wife Keely and two kids Swayze and Vivien are huge Cubs fans and Texas Tech fans. Nick also is a referee for College basketball.
Client Account Administrator
Carol Burg is a fourth-generation Oregonian who graduated from San Francisco State University. Carol sailed and lived in the Caribbean for many years before moving back to Portland to pursue a career in corporate sales before taking time off to raise her two boys.
Carol is enjoying being back in the workforce after taking time away. Her current position as Client Account Administrator allows her to still have time and flexibility to cook, ski, volunteer at kid’s school and be a mom.
Carol lives in Lake Oswego with her husband Randy and two boys Thomas and Dylan.