Rich joined our team in 2020 with a desire to work in a locally owned advisory firm helping people and businesses achieve their financial goals.
Rich graduated from Florida State University in Tallahassee, Florida with a Bachelor 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. Furthermore, he is a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work, Rich likes to get involved with local organizations. As a resident of Northville, Michigan, he devotes his time and energy to the “Friends of Maybury”, an organization that supports Maybury State Park.