Richard (Rich) is a Financial Advisor and has over 25 years of investment and financial planning experience. His areas of expertise include retirement income planning, estate planning, and managing tax efficient portfolios.
Rich and his wife Wendy have teenage twin boys, Andrew and Matthew. They enjoy using their free time: biking, golfing, skiing, fishing and traveling.
Rich earned his economics degree from the University of Wisconsin–Madison and received his MBA at the University of Wisconsin - Milwaukee. Rich currently holds the Series 6, 7, 63, 65 and Health & Life Insurance licenses. He is also a Certified Financial Planner®, a Chartered Financial Consultant®, a Chartered Advisor for Senior Living®, and a Chartered Life Underwriter®.