Meet the Team
Rich lives in New Albany, Ohio, with his wife, Dena. He began his career in insurance services for both life and property casualty in 1972. His insurance expertise has expanded to include debt and liability planning, retirement services, and overall macroeconomic planning. He focuses specifically on debt and liability planning for dentists and other business owners who benefit greatly from the ability to control and eliminate both business and personal debts as quickly as possible. Rich successfully integrates the planning process with the areas of insurance, investments, and retirement planning.
Rich is a certified life underwriter and a chartered financial consultant. He has served on the advisory boards and committees of several life insurance companies, offering advice on products and improving client services. He is a registered representative and investment advisor representative with NFP Advisor Services, LLC.
Rich received his bachelor of arts in 1972 from The Ohio State University, where he also served as captain of the baseball team.
Recent Blog Posts
How to keep more of your money during tax season and make tax-free withdrawals.
What you don't know about the us tax system can hurt you.
Infinite Banking Radio: Special Guest - Ken McElroy, Principal of MC Companies and Rich Dad Advisor.
You can have it all: How to Enjoy the Retirement of your Dreams