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Photo of Rich Oliver, FPQP®

Rich Oliver, FPQP®

Client Coordinator

Rich is a client coordinator for our Dayton, Ohio office. In that role, he provides operational support to the Dayton Advisory Team as well as client advisory services. Rich is also a member of our Risk Management Specialized Practice Group.

Licensing and Education

  • Bachelor of Science in Financial Services Ohio State University
  • Series 65
  • Financial Paraplanner Qualified Professional™ (FPQP®)


Community Involvement

In his spare time, Rich enjoys golfing and participating in various adult sport leagues with Gem City Sports. In 2021, he became a proud first-time father of a baby girl. As an avid Ohio State fan, it won’t be long until father and daughter are chanting “O-H” and “I-O” to each other.

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