Ricky Kolb joined Inspirion Wealth Advisors in 2018. He was named a partner in 2021 and has served as a Managing Partner since 2023.
Ricky started his career in corporate finance at Baxter International, working in roles of increasing responsibility both domestically and internationally. He spent his last four years there in Investor Relations, eventually serving as the senior manager for Baxter’s investor relations team, and brings a unique perspective and analytical tool set to the firm.
Ricky holds a BS in accounting and finance from the Kelley School of Business at Indiana University. He is also a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ practitioner.
The opportunity to work with such a diverse group of clients. Developing relationships and helping people with such a wide range of backgrounds achieve their goals is incredibly rewarding.
In a word, the relationships.
I love how firmly rooted the firm is in its mission—our clients are at the center of everything we do.
Working side-by-side with my Dad and brothers is a great perk.
Working side-by-side with my Dad and broth… just kidding.
Outside of a technical skill set rooted in financial analysis and process improvement, I think my time working in investor relations gives me a unique perspective on equity investing, particularly within the healthcare space.
I am curious—I love to learn and to understand the “why.” I like solving problems and finding ways to do things better. I also very much enjoy working in collaborative environments as part of a team. I think those characteristics fit well with our approach to financial planning. Ultimately, we work together with clients to find solutions.
Spending time with family and friends. If it ever happens, I imagine I’ll enjoy downtime with my wife and kids. I love to stay active—exercising, playing golf or soccer, and traveling.
I am incredibly proud of and grateful for my wonderful wife and children.