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.