Rich has worked in financial services since 2008, specializing in wealth management. He transitioned to financial planning in 2012 and now provides holistic planning services to business owners in a variety of industries, including apparel; real estate; and wine, beer & spirits.
Rich enjoys connecting with his clients and working with them to reach their goals. Additional services he provides include legacy planning, financial planning, asset allocation, and portfolio rebalancing. Rich is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Series 66 license. He’s also licensed for accident and health, life-only, and variable contracts insurance.