Building close and trusting relationships with clients is very important to Rich. His goal for clients is wealth preservation when it comes to their financial future. But he also wants each client to have an enjoyable and rewarding experience with the firm.
Honesty and integrity are important, he says. “We try to be very transparent with people. We don’t over-promise and under-deliver.”
Prior to joining Raymond James, Rich was a branch manager for Wells Fargo Advisors in Ann Arbor, Michigan. Originally from Hammond, Indiana, Rich is a graduate of the University of Michigan at Ann Arbor. In his free time, he volunteers at the Capuchin Soup Kitchen. He’s also a member of the University of Michigan Alumni Association.
Rich and his wife, Christine, have four children and live in Bloomfield, Michigan.
Raymond James is not affiliated with the above organizations and/or charitable causes.