Rich delivers a quality client service experience as a financial advisor by applying his strong work ethic and commitment to accessibility to his approach to financial services. Placing the interests of his clients ahead of all else and making himself available to assist them at any time are the foundations of his practice.

The proud holder of a Chartered Retirement Plans Specialist™ designation, Rich is also a graduate of The Ohio State University, where he earned a Bachelor of Science degree. Prior to joining Raymond James, he held roles as senior vice president – wealth management, wealth advisor, senior retirement plan consultant, endowment and foundation consultant, and Institutional Consultant at Merrill Lynch and UBS Financial Services.

On a day-to-day basis, Rich meets with clients, discussing the ins and outs of their financial plans. He does so as early as 5:30 a.m. as well as after hours to accommodate the needs of clients in all time zones. He wants his clients to have confidence knowing that they have conducted the proper planning to prepare for any financial storms.

Outside of the office, Rich is an active member of his community and is a graduate of Leadership Collier Class of 2017.

Rich has lived in Naples, Florida, since 1989 and resides there with his wife, Adrianne. Rich considers himself a family man and has three children, Catlyn, Chloe and Elizabeth.