A Certified Financial Planner™ practitioner, Rich applies a high degree of analytical thinking and attention to detail in helping clients pursue their goals. He specializes in developing performance reporting for our institutional clients, helping them measure progress, identify trends and earmark areas for improvement. He also provides employee education for our group’s retirement plan services. He plays an integral role in meeting with participants and crafting investment allocations designed with their retirement objectives in mind. He joined our team in May 2012.
Rich earned a degree in finance from Millikin University and was a 2012 member of the Decatur Leadership Institute, a community-wide initiative facilitated by the Greater Decatur Chamber of Commerce for meeting the present and future challenges that face the Decatur area. He served as a steering committee member of the Young Philanthropists Giving Circle of Macon County and is a board trustee for the Community Foundation of Macon County. He is also on the Board of Directors of the Children’s Museum of Illinois.
Rich is originally from Chicago and now lives in Decatur with his wife, Ashley, and son, Brayden. In his free time, he enjoys traveling and a variety of 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.