Our Qualifications

As an independent advisor, he is able to look at a wide variety of companies and products available, and recommend to his clients those that would be best suited for them. He does not offer proprietary investment products, which means he is free to choose those investments which are in the client's best interest.

Rich holds the Series 6, 7 and 63 Registrations through LPL Financial along with state life and health, long-term care, disability, variable life and variable annuity licenses. He earned the ChFC® (Chartered Financial Consultant) designation in 2001.