Co-Founder · President & Chief Compliance Officer
Rick Hurley
MS, CFP®, CEPA®
I got an early start in investing with a Roth IRA from money earned as a lifeguard and swim coach during the summers in High School. It was exciting and something that had a hold of me as soon as I invested my first dollar. I knew from that point on that finance and helping other people invest was going to be in my future in some way. I spent most of my early career in mortgage banking, credit management and retail branch banking. When I joined long-time friends Michael Euston and Mike Miller at Heirloom Wealth Management in 2015, I knew I had found my life’s calling in helping clients and friends at a more impactful level.
Within Heirloom I serve as President and Chief Compliance Officer and enjoy working with clients on a daily basis. I am incredibly lucky to work with clients whom I consider close friends, and I am honored to be a part of their lives.
Professionally, I have a Masters Degree in Personal Financial Planning from the College for Financial Planning. Additionally, I am also a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and serve as a mentor for future CFP® candidates.
Outside of work, I enjoy spending time with my beautiful wife, Charlotte, and our two daughters, Stella and Ava. I graduated from Arizona State University with a degree in Human Communications where I also played lacrosse for the Sun Devils. I am honored to be on the board of the American Lung Association here in Colorado. Lung Health is a cause my family and I care a great deal about and have a personal connection to. When I am not attending what seems like weekly dance events I try and golf, ski, and hike around Colorado with the family.
What We Do Best
Our Services
Solutions for Individuals
Planning-first tax guidance built for complex personal finances, coordinating timing, forecasts, and filing so you can make smarter decisions, reduce surprises, and keep more of what you earn.
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Tax advisory aligned with how your business actually runs, integrating entity strategy, bookkeeping, and owner outcomes to improve cash flow, reduce risk, and support growth (and eventual exit) through proactive planning.
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