Rich has been a financial advisor for over 20 years. His experience and training enables him tohelp clients achieve their long term financial goals through comprehensive individualized planning. A comprehensive, client-focused approach to financial planning ensures that the recommended strategies encompass each client’s unique financial goals, time frame and risk tolerance.
He works closely with clients to in the development and implementation of financial strategies that encompass the six pillars of financial planning: maximizing cash flow, building your portfolio, managing taxes, protecting your lifestyle, retirement readiness and leaving a legacy. Helping people, whether it’s retirement planning of saving for college is truly a passion for Rich. In addition to developing a custom strategy for each client, he conducts regular meetings with clients for an overall review.
Rich graduated from The College of Wooster with a BA inBusiness Economics. He holds a series 6 and 63 securities registration and is a LUTC Graduate of The AmericanCollege. Outside of work, Rich is blessed and proud to be married to his wife Nicole and to be the father of two adorable daughters who enjoy soccer, volleyball and basketball, swimming and tennis. He says that he feels blessed daily to be their father. Rich volunteers and serves on the board with his Home Owner Association, the finance committee of his daughters’ school, and is a very active member of his church where he is a member of the finance council.
Check the background of this investment professional on FINRA's BrokerCheck.