Rich joined our team in 2020 with a desire is to work in a locally owned advisoryfirm helping people and businesses achieve their financial goals.
Rich graduated from Florida State University in Tallahassee Florida with a Bachelors of Science in Finance. He also achieved an MBA in Accounting at Fairleigh Dickinson University in Hackensack, New Jersey. Later in his career, Rich became a CFA Charterholder, a member of the CFA Institute, and a member of the CFA Society of Detroit. He is currently working on obtaining his CFP® designation.
Outside of work, Rich likes to get involved with local organizations. He serves as endowment officer for Nardin Park United Methodist Church in Farmington Hills. As a resident of Northville, Michigan, he devotes his time and energy to the “Friends of Maybury”, an organization that supports Maybury State Park.
Q: What makes you good at your job?
A: Experience. I started my career in 1988 and have seen many changes in the financial services industry. My career began in operations, transitioned to working with trusts, and now encompasses full financial planning for individuals and businesses. I have experienced bull markets, bear markets and everything in between.
Q: Describe the longest road trip you’ve been on:
A: Many years ago I went on a road trip to Yellowstone National Park with my good friend, Gary and his family that involved 20 hours of driving over the course of three days with six kids. Unfortunately, Gary is no longer with us, but I am glad to have been a part of that journey with him. Financial planning for families and life’s unexpected twists and turns are similar to a road trip. There is a lot of preparation needed before departing filled with frustrations along the way. Whether you are arriving to a destination on a road trip or arriving at the end of your journey, accomplishing your financial goals for you and your family can be a rewarding experience.
Q: Share a unique fact about yourself:
A: I never thought this would interest me, but I have started learning about native Michigan plant species. It may come across as a strange hobby, but it has been fun turning the land back over to nature using native plant species that existed in our state prior to the arrival of settlers.