Rich is an active community volunteer, serving on several non-profit boards, has been a Big Brother for many years, actively supports college students, and coached hundreds of baseball, soccer, and basketball games when his son was growing up.

He grew up in Ohio where he was president of his senior class in college, and University leaders said he was the most involved student on campus.  Helping others to make responsible decisions is something he’s continued to do his whole career and part of what attracted him to counseling clients.

In financial services for 40 years, Rich focuses on retirement income planning and ensuring that clients continue to enjoy their lifestyle beyond their working years.  A plan to turn assets into income is complicated and often requires different strategies from growing assets, including guaranteeing income and protecting against market risk.

He helps clients organize their financial lives and educates them on protecting and preserving what they have worked hard to build.  He emphasizes safe and conservative strategies, an approach that has served clients well during market collapses or other financial challenges.

Clients tell him they don’t meet anyone who cares more about their success and well-being than he does.   “I’ll treat you like family, and I would do anything to protect and take care of my family.  You’ll see this when we start going down this path together.  I’m passionate about the success of my clients.”