Professional Experience
Rich is a Managing Partner and CFP® professional with over 27 years of experience managing investment portfolios for individuals and institutions. Rich specializes in working with high-net-worth families to design customized wealth management strategies that balance growth, preservation, and legacy planning strategies.
Rich raised his children in Colorado and currently lives in Erie with his wife Kim and dog Milo. When not working you’ll probably find Rich playing tennis, pickleball, golf or skiing.
Professional Designations and Registrations
- CFP® professional
- LPL Investment Advisor Representative with Meridian Wealth Management (Series 65)*
- Registered Securities Representative* (Series 7)
- Uniform Securities Agent State Law (Series 63)*
- Licensed Life/Health Insurance
*Securities registrations held through LPL Financial
Professional and Social Affiliations
- Member of LPL Financial Chairman’s Club (2011, 2013, 2014, 2015, 2016) representing the top 4% of LPL Financial.*
- Financial Planning Association Member
*Based on annual production.