Comprehensive Financial Planning
About the Financial Advisor
Rich is passionate about his business and his clients. He strives to build long-term relationships with the people he serves. Rich believes his job is to educate his clients and provide them with choices while guiding them to make smart financial decisions.
He focuses on serving professionals and retirees in Minneapolis, MN.
Rich serves his clients by helping them accumulate, prepare then transition into retirement, and legacy plan for future generations.
Education and Designations
- University of St. Thomas, Bachelor’s Degree, Business Finance, Minor in Corporate Fitness
- Series 6,7, 63, & 66 licenses
- FPA – Member of the Financial Planning Association
- APFA – Founding Member of the Academy of Preferred Financial Advisors
Rich enjoys swinging a hockey stick, throwing a ball, or playing hide and seek as he enjoys spending most of his free time with his sons. He also enjoys fishing, hunting, golfing, movies, working out, and traveling. Rich has two sons, Gabriel and Greyson.