COO/Executive Vice President
Rich grew up in Farifax, VA and attended Lynchburg College where he graduated with a BA in Marketing. Rich has worked in the financial industry since 1990. For nine years he worked for an insurance company as a claims adjuster. In 1999 he started his career in wealth management. Rich started out going door to door. Starting out in the manner has instilled in Rich the importance of personal contact with his clients. He enjoys building relationships and assisting clients achieve their financial goals. Rich helps clients build there assets for a secure retirement, manage those assets in retirement, and assist in moving assets to the next generation.
Rich also believes that giving back to the community is important. He currently serves on his church’s finance committee, working with the tutoring program for Lancaster County Public Schools, and is a member of the local Rotary Club. Over the years Rich has served on several church mission trips both here and abroad.
Rich lives in White Stone with his wife Gale. Rich enjoys spending time with family, traveling, and boating.