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 also serves as coordinator 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.

Rich’s Articles

Risk Management

How to Freeze Your Credit, Benefits of Doing So

Protecting your personal information is more important now than ever before. With the increasing number of data breaches and identity theft cases, it's crucial to take proactive steps to safeguard your credit. One effective way to do this is by freezing your credit. Let's dive deeper into what credit freezing is, how to freeze your credit, and the benefits of taking this precautionary measure.

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A women smiling in an office, meeting with a client.

Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.