Rich has worked in the financial services industry for over 16 years. Prior to joining 1847, Rich started his financial career in the Merrill Lynch training program in 1987 working with other financial services companies over that time. After 13 years at Royal Paper Products he decided to return to his first passion. He specializes in retirement income and distribution planning, and generational wealth planning.
Rich strives to understand his clients’ financial goals, instill confidence, and ensure clients are comfortable with the plan for their financial future. With an experienced team of experts supporting him, he is able to assist his clients in the following areas:
• Professional Services
• Business Continuation Strategies
• Personal Financial Strategies
• Retirement Planning Strategies
• Life Insurance
• Disability Income Insurance
• Executive Compensation Plans
• Charitable Giving Strategies
• Long-Term Care Insurance
• Employee Benefits
Rich resides in Lafayette Hill, Pennsylvania with wife Liz. They have 2 children. He is a member of University of Maryland Alumni association. He enjoys spending time with his family and golfing.