Rich specializes in serving individuals approaching and living in retirement. He knows the comforting sense of confidence that can come from having a well-designed retirement plan.
He understands his clients’ wishes to have cash flow strategies and investment objectives designed to provide for a comfortable and tax-advantaged life in retirement.
He is highly knowledgeable about tax mitigation strategies and the opportunity to generate monthly income through annuities.
Rich has been with First Western Advisors since 2003. Earlier in his career, he was an agent with Northwestern Mutual Life. He earned a Bachelor of Science in accounting from the University of Utah.
Rich was raised in Bountiful, Utah, where he lives today with his wife, Vera. They have five children, Brook, Andy, Lewis, Kouver and Niki. In his free time, Rich enjoys skiing, golfing, reading and watching movies.
Raymond James does not provide tax or accounting services.