With more than 27 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 forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Rich will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Rich endeavors to create long-term, meaningful relationships with a select group of 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.
Based on what he learns about you and your goals and an analysis of the current financial markets, Rich designs a customized investment portfolio based on recommendations made solely with your best interest in mind. 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.
Rich began his career in financial services in 1992 and previously spent 27 years with Morgan Stanley. Today, Rich provides financial, retirement and estate planning through the use of equities, fixed income securities, managed money, and Alternative Investments and more through Alex. Brown.
A native of Hobart, Indiana, Rich now resides in Park Ridge, IL. Rich received his B.A. in Finance from The University of Notre Dame. He currently sits on the Notre Dame Alumni Association Board of Directors. Rich and his wife have three sons. Away from the office, Rich also enjoys running and golf.
Raymond James is not affiliated with any of the organizations listed above.