President & CEO, Synergy Wealth Advisors, LLC
Wealth Advisor, RJFS
Rich is a Certified Financial Planner™ professional with more than 24 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 Association, 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 dogs. His interests outside of family, career and community include cycling, hunting and coaching youth sports.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
