Rich is Wealth Advisor at V Wealth Management. He specializes in Retirement Planning for small business owners, retirees and business executives. His main focus is on providing income for his clients to live on during their retirement years.
Rich has more than 22 years of experience in the financial industry. Prior to his 7 years at V Wealth Management, he spent 17 years as a Financial Planning Specialist and Financial Advisor with Morgan Stanley Smith Barney. His experience and knowledge includes stock and bond portfolio creation and management, privately managed accounts, mutual funds, ETFs and annuities.
Rich graduated from Kansas State University with a Bachelor of Science in Finance. He has attained his Life, Accident and Health Licenses, as well as series 7 and 63 registrations held with LPL Financial and Series 65 registration held with V Wealth Advisors.
Rich enjoys bike riding, sporting events, golf and he helps to coach his daughter’s sports teams. Rich and his wife Tracey have with three daughters. His wife is a top professional technology director at a large local corporation.