Meet Us

Rick Epple, CFP®

Certified Financial Transitionist®

Phone: 952-470-5049
Toll Free: 866-678-8194
E-mail: rick@aurochsfinancial.com

“One of the most important things I can do is to help families put a plan in place that is in line with their most important values”

Rick is the founder and president of Aurochs Financial Group, a comprehensive fee-only wealth management and fiduciary firm located in Wayzata, MN and works with clients Nationally. He aims to help clients live the life they choose through the accumulation and conservation of their financial resources.

Having his client’s best interests at heart, Rick enjoys long-term relationships with his clients, ultimately to be there and see them achieve their most important objectives. Based on a desire to provide the most thorough goal-oriented plans, Rick developed a proprietary system called The SMART Decision Process™. This investigative and planning tool allows for flexibility and diligence in achieving objectives throughout future life changes.Rick first applied his detail-oriented, strategic mind to engineering, getting his BS in Engineering from Purdue University. Having been inspired by the results of his NAPFA (National Association of Personal Financial Advisors) advisor, he got his Certified Financial Planner® certification from the College for Financial Planning. He then followed a dream of owning his own business, and opened Aurochs Financial Group in 2002.  To better help clients on the personal side of money, he obtained his Certified Financial Transitionist® designation in early 2017.

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Rick’s expertise is frequently sought by the media. He’s been interviewed numerous times as a subject matter expert by U.S. News & World Report, The Wall Street Journal, Fortune Magazine, Kiplinger’s Personal Finance, Money Magazine, The Washington Post, Smart Money Magazine, Parent’s Magazine, NAPFA Magazine, Advisors 4 Advisors, Investment News, Minneapolis Star, Northwest Dentistry Magazine, Dental Products Report Magazine and many others. Rick also contributed to the book “Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions.” He was selected as one of the Best Financial Advisers For Dentists by Dental Practice Report Magazine for 2011, 2012, and 2013.

Rick delights in helping people and giving back to the community. He served on the Midwest Regional, National Board, and Ethics Committee for NAPFA, where he has also served as a MN Study Group Leader. Additionally, he is a School Board Member for his church, Our Lady of the Lake, and has served in other capacities there as well.

A family man, Rick loves spending time with his wife, kids and friends. He’s works out regularly and enjoys traveling, downhill skiing and walking.

Professional Memberships

Certified Financial Planner (CFP®)

National Association of Personal Financial Advisors (NAPFA)

Current leader of NAPFA Mix Group (study group)

Past NAPFA MN Study Group Leader, Midwest Regional Board, National Board, Ethics Committee

Past FPA Career Development Director

Board Member – Our Lady of the Lake Catholic School

Wayzata Chamber of Commerce

Certified Financial Transitionist®

CFP™ and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Michelle Dillman

Administrative Manager

Phone: 952-470-5049 ext. 3
Fax: 800-578-7613
Toll Free: 866-678-8194
E-mail: clientservices@aurochsfinancial.com

Michelle joined VirtuAssist in July 2014.  She brings with her over 13 years of new business and annuity operations experience where she held a Series 6 license.  She transitioned into IT Development and worked as a systems analyst developing processes and procedures for annuity operations. In the time she has been with VirtuAssist, she has amassed a great deal of additional experience with other financial services products and procedures. She is very detailed oriented and knows the importance of organization, prioritization, timelines and flexibility.  She believes that effective communication and thoroughness are the keys to getting tasks accomplished correctly the first time.

Second Opinion Service

Our complimentary second opinion offer is available for potential clients that would like to benefit from one of three outcomes: a confirmation that your existing investments and financial plan are on target with your current advisor; the offer to become a wealth management client of ours; or we’ll offer suggestions to improve your current trajectory towards your financial goals. Since we only limit our services to a select few households that we can make a significant impact on, it is important that we only onboard households that have the financial complexity to warrant our comprehensive approach.
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Or call 952-470-5049 or email us at info@aurochsfinancial.com.