Rich’s approach to planning was crafted over years of experience across market cycles. He looks at a real-world situation and is able to model the key variables so that clients can make an informed decision. He puts the decision factors in front of the client and they work through it together.
Rich also plays a key role in managing our investment portfolios. He utilizes both fundamental and technical analysis to evaluate investment opportunities and help manage risk within our existing portfolio.
He completed his undergraduate work at Virginia Commonwealth University, where he graduated Summa Cum Laude with a BS in Finance. He continued his education at the Hough Graduate School of Business at the University of Florida, where he earned a Master's in Business Administration.
Rich stays involved with VCU and frequently assists students who are seeking to make their first entry into the industry. He offers mentoring, career advice, and industry experience to students at the VCU School of Business. Rich volunteers with Guest Services at PCC. PCC is a local community church that brings a modern, refreshing approach to the surrounding area.
When he is not following the markets or working with clients, Rich enjoys spending time with his wife Patricia as well as their daughters Isabella, Alissa, and Stella. Both Rich and his wife exercise daily and enjoy getting involved in the local community.