With more than 29 years of experience in financial planning and investment management, Rich has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Rich understands the dynamics of wealth, how to balance the complex financial market forces, and how to quickly adapt as conditions change. He believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Rich apart.

Rich endeavors to create long-term, meaningful relationships with his clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio. Utilizing the full breadth of resources at Alex. Brown, Rich will guide you to attain your financial objectives, including wealth accumulation and preservation; retirement, education, and financial planning.

Based on what he learns about you, your goals, and an analysis of the current financial markets, Rich designs a customized investment portfolio using recommendations made solely with your best interest in mind. His planning-based approach focuses on mitigating tax liabilities and successfully addressing estate issues; gaining better control of discretionary expenses, and reaching your long-term financial goals. He then takes the time to explain his recommendations and - once you are comfortable with your new plan - Rich puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals. He and the entire Brendza team work diligently to meet their clients’ needs with exceptional customer service.

Rich joined Raymond James in 2018 after 27 years with Morgan Stanley. Rich received his B.A. in Finance from The University of Notre Dame.

Rich formerly sat on the Notre Dame Alumni Association Board of Directors. Originally from Hobart, IN, Rich resides in Park Ridge, IL. He, his late wife, and three sons are proud to be two generations of Fighting Irish. When not in the office, he enjoys golf and tailgating at Notre Dame Football games.