Rick Post is a Managing Director and Wealth Management Advisor with the Post Group. Since 1994, Rick has been passionate in advising individuals, families and corporate clients in a detailed and thoughtful manner. In addition to his insightful market knowledge, Rick provides personalized attention to all of his clients’ financial needs while helping them grow and manage their wealth with integrity and transparency.

With a client-centric focus, Rick earns his clients' loyalty by managing their finances throughout different stages of their lives as he serves as the steward of their wealth. He manages investments based on each individual’s needs, objectives, and risk tolerance to create and maintain sustainable wealth. His focus is on solving client’s problems and providing education which helps clients understand and continually navigate through the financial noise. His approach is attentive and resourceful as he realizes the need to regularly reevaluate strategies in order to implement appropriate solutions that help achieve a clients’ changing priorities.

As a Wealth Management Advisor, Rick provides a disciplined wealth planning approach which includes cash flow analysis, retirement planning, and estate and trust planning services. He provides traditional financial strategies but also leverages more innovative customized strategies that can include alternative investments.

Rick has a Bachelor’s Degree in Business Administration with a major in Finance from the California State University system and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of work, Rick believes in the strength of family and community. His favorite weekend activity is spending time with his wife, Leanne, and their two teenage children, Ricky III and Reese. He and Leanne regularly support local families in need and both enjoy staying active and exercising.

*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

**Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

Jon-Marc Blalock is a Senior Financial Advisor with the Post Group. Jon-Marc excels at forging long-term relationships with our clients and their families, while helping them achieve their financial goals. He and the team provide custom and innovative strategies through a consistent process that delivers comprehensive wealth planning and intergenerational advice and guidance.

Jon-Marc is dedicated to sharing knowledge while educating his clients and guiding them toward their goals with simplicity and transparency at its core. Knowing that life and goals change, Jon-Marc helps make certain his clients have a sound financial strategy that keeps up with their needs. He meets with clients periodically to review goals and progress, and addresses any adjustments needed to stay on course.

By earning the Certified Plan Fiduciary Advisor, CPFA credential, Jon-Marc offers in-depth knowledge and experience in retirement plans, providing access to fiduciary services and/or helping plan fiduciaries manage their roles and responsibilities.

Jon-Marc’s interest and passion for finance was sparked at a young age as he watched his father thrive in the industry. Although his career trajectory took him in a different direction at first, he always held onto that interest. Immediately after college, he moved to Washington D.C. to work on legislation and policy for a member of the United States House of Representatives. Prior to joining the Post Group, Jon-Marc did private consulting work for a Canadian real estate development company.

Jon-Marc has a Bachelor’s degree in Global Studies from the University of California, Santa Barbara. As a native of the Coachella Valley, he is passionate about giving back to the community. Outside the office you will find him serving as a member of the Board of Directors for The Living Desert Zoo & Gardens.

Tasha is a Wealth Management Associate on The Post Group. In addition to being a Client Associate for over 20 years, Tasha also holds the FINRA Series 7 and Series 66 registrations. She’s been on the Merrill Lynch Wealth Management team for over two decades and remains passionate about offering professional and personal support to her clients each and every day.

Tasha is inherently a problem-solver, which is part of what makes her so successful when it comes to achieving operational and administrative tasks. Tasha thrives in every aspect of the client service spectrum, from updating accounts to managing the materials, resources, and teams that serve them. She uses her skills as a decision maker on a daily basis as she anticipates needs, solves problems and acts quickly both behind the scenes and face-to-face with clients. These skills have also helped her develop and implement efficient business processes to create value for client investors and improve companywide performance.

Tasha regularly demonstrates her in-depth knowledge of all facets of her profession. Her core responsibilities include managing and executing trades based on the team’s financial strategy, opening accounts on behalf of new clients, and generating client portfolio reports. Deeply committed to the intricacies and confidentiality of each client’s needs, Tasha is on call to prioritize urgent requests. She also excels at serving as a mediator, bringing her calm and reassuring demeanor to any situation, no matter how difficult.

Tasha was born in England but has called California home since she was a teenager. She and her husband have two teenagers, a dog and a cat. They can all frequently be found on a family hike together. Tasha and her daughter are very active in their local chapter of the National Charity League, providing in-person support at events for non-profits across the desert.