Rich has more than 25 years experience in the financial services industry and joined Merrill Lynch early in 2010 in the Naperville / Lisle office.
His focus is on goals-based wealth management developing investment and financial strategies and solutions for his clients based upon their risk-tolerance, time horizon, liquidity needs, and overall investment goals. Working with individuals and families and if a business owner, their business, helping them meet their short and long-term financial goals. Rich is exceptionally service oriented, striving to stay in close contact with each client.
Rich’s approach to wealth management is consultative and objective. He takes the time to listen to and review client financial situations, preferences and goals. He offers recommendations and implementation strategies on a wide range of financial areas designed to accurately reflect each client’s income and growth expectations. He follows up and evaluates the ongoing progress towards those goals.
Discussions include investment management, retirement income planning, estate planning services, Trust services, credit and lending, asset protection and business financial services where applicable. Rich works closely with his colleagues and utilizes the extensive research and support within Merril Lynch and Bank of America.
Rich is a long term resident of St. Charles, IL. He is currently a member of Tri-Cities Exchange Club and the St. Charles Chamber of Commerce. He is a former member of the Aurora Rotary Club and Board member of Indian Boundary YMCA in Downers Grove and the Treasurer of the Aurora Downtown Executive Board and the Exchange Club of the Tri-Cities, IL Foundation. He is a graduate of Hofstra University in New York. His advance studies include Cannon Financial Institute Comprehensive Wealth Management program and in the M.B.A. program at New York Institute of Technology.