Rich is an independent Financial Advisor and Registered Investment Representative holding Series 7 and 66 registrations. He is also licensed in Life, Health, and Variable Insurance Products. Prior to his financial career, Rich has been the President and CEO of a manufacturing and distribution company, the Executive Director of Mental Health Service Agency, and has spent 20 years the human services field as a counselor, therapist, and family advisor. His previous employment experiences have led Rich to specialize retirement planning, small businesses, and in serving those who have specific financial needs due to recent planned life changes such as marriage or other asset re-allocations.
Originally an east coast native, Rich moved Portland, OR 1987 via Nevada. He holds a BA in Psychology from Rutgers University and has done graduate studies at both the masters and doctoral levels in Psychology, Business, and Public Administration at The University of Nevada and Lewis & Clark College. He also holds a graduate diploma from Siebel Institute of Technology.
Rich enjoys establishing long term relationships with his clients and working closely with them to help them develop, understand, and realize their financial goals. Helping clients plan for their future and stay current of the ever changing investment arena is his main motivation and enjoyment.
In his spare time, Rich enjoys the outdoors and is an avid camper. He also enjoys playing and studying music, hiking, dancing, and travel.