Rich has over 20 years of experience in the financial planning field. He joined BCR in 2007, and was previously affiliated with American Express Financial Advisors and Jefferson Pilot Financial Services. He is committed to educating his clients to help them make intelligent financial decisions. Using proven financial planning concepts, Rich helps his clients with retirement, estate, education and investment planning.
He holds FINRA Series 7, 63, and 65 licenses, along with Life, Accident, and Health. He attended La Roche College in Pennsylvania and has a degree in business administration. Rich is a husband and proud father of two beautiful daughters, with an office in Wexford, PA.