Rich has over 30 years of experience as an accomplished Financial Counselor with LPL Financial, Merrill Lynch, MetLife, Phoenix Home Life, New England Financial and Employee Benefit Counselor for telecommunication employees. He has provided counsel and planning services to universities, public schools, telecommunications and health care organizations among many clients through the years.
Rich and his wife Judith are residents of Trinity FL and Sevierville TN. They have four children and enjoy spending time with their grandchildren as well. Together they are extremely active in community affairs and public service, including serving on non-profit boards of directors as well as on local governmental committees.
Rich enjoys golf, baseball, and traveling.
Series 7, 63 and 22 – Securities registrations held with LPL Financial
Life, Annuities, and Health