As a wealth advisor and investment advisor representative, Rich uses his 17+ years of entrepreneurial experience to partner with high net worth individuals and business owners, including large corporations, providing customized financial solutions to their unique and specific financial goals.

Prior to joining the firm, Rich worked with a large, nationally recognized commercial risk management and employee benefits firm. In this capacity, he worked closely with his clientele to help them assess their risk tolerance and liability and efficiently manage their employee related benefit packages. He also worked closely with key employees to design customized executive benefit solutions that would compliment his clientele in the areas of attraction, rewarding and retaining the key executives.

A proud Wildcat, Rich graduated in 1993 from Kansas State University with a Bachelor of Science degree in Business/Marketing. He has furthered his education by obtaining his FINRA Series 66 securities registration. He is also a licensed insurance agent in several states.

In his spare time, Rich a former touring professional golfer, can often be found on the golf course. Using his vast experience as a professional athlete, he and his spouse, Kristi have helped connect student athletes on their journey to college golf. A man of faith, in addition to being involved in sports, Rich enjoys travel, spending time with Kristi and his sons, Austin and Jake.

Locations Served

Overland Park, KS

6201 College Boulevard
7th Floor
Overland Park, KS 66211
Phone: 800-493-6226