Rich is a CERTIFIED FINANCIAL PLANNER™ professional with more than 22 years of experience in the securities industry. Rich has earned a Master of Science in Financial Markets from Stuart School of Business, a Bachelor of Arts degree from DePauw University and a certificate in financial planning from Southern Methodist University. Rich has earned the Accredited Investment Fiduciary® designation (AIF®).Rich is a member of the Financial Planning Association and the Dallas Estate Planning Council.
Rich is an active leader in the community, including serving as current President of DePauw University’s North Texas Regional Alumni Chapter, a Director of Caruth Hills & Homeplace Neighborhood Association, a former board member of the North Oak Cliff United Police Patrol and as past president of Kessler Neighbors United. Rich is a proud supporter of Christ the King’s Society of St. Vincent de Paul, DePauw University, JDRF, Paws In The City and the Wounded Warrior Project.
Rich resides in Dallas with his family and two dogs. His interests outside of family, career and community include cycling, hunting and coaching youth sports.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.