In 2005, after more than twenty-seven years in the financial services industry, Rich Harper made the decision to open his own firm, independent of the traditional wire house or large insurance company. This provided him the freedom to build his organization in a manner more consistent with his approach to serving his clients. Rich has always believed the best way to serve a client is with a long-term consultative approach designed specifically to that client’s needs. This approach often requires operating in a team environment which includes legal, tax and other advisors.
Rich has held prestigious positions including Executive Vice-President of the Delaware Valley Financial Group, Senior Vice-President and National Estate and Business Planning Specialist at Wachovia Corporation and Wachovia Securities, and Advanced Planning Specialist for The Prudential of North America. Rich has also served as an expert witness in Financial Industry Regulatory Authority (FINRA, formerly known as National Association of Securities Dealers – NASD) arbitrations. Additionally, served many years as a course moderator for the Life Underwriter Training Council (LUTC).
Rich is involved in industry associations. In addition to serving as an LUTC moderator, he has been a course designer and an instructor for Insurance Testing Corporation designing industry required continuing education courses in advanced estate planning, business continuation, and charitable planning. He has been a long-time member of the National Association of Insurance and Financial Advisors (NAIFA), Greater Harrisburg chapter, where he has served as a board member. He has also been involved as a qualifying member of the Million Dollar Round Table (MDRT) qualifying for Court of the Table and Top of the Table. Rich has also won vendor citations including multiple “Producer of the Year” awards.
Rich is involved in his community. He served five years as Chairman of the Board of Bethesda Mission and as an associate staff member of Mission to the World. Rich also served as a founding board member and Treasurer of Covenant Christian Academy in Harrisburg, PA a private K-12 school based on Classical Education. In addition, Rich has served as Director/Board Secretary/Treasurer of The Commonwealth Foundation, and in 2016 was a founding board member of Commonwealth Partners of Entrepreneurs. From January 2010 through December 2018 Rich served the Commonwealth of Pennsylvania and Pennsylvania’s business community as a Director of the Pennsylvania Economic Development Finance Authority (PEDFA). In 2013 Rich was elected to the Board of Trustees of Morris Brown College in Atlanta, Georgia, and served in that capacity through January 2017. Beginning with the Spring Semester of 2016, Rich joined the faculty of Penn State School of Business Administration as Executive in Residence with the goal building a Financial Services track within the School of Business Administration. This year, Rich was elected to serve as a Trustee at his Alma Mater, Lebanon Valley College, in Annville, PA.
Rich is a graduate of Lebanon Valley College. A lifelong resident of Central Pennsylvania, Rich his wife Deborah reside in Mechanicsburg, Pennsylvania.