Bucket list: A family vacation in Alaska.
Best advice: Understanding how your investments work for you will give you the best opportunity to succeed. Buy what you believe in.
Favorite book: Currently reading The Richest Women in America by Janet Wallach
Favorite movie: The Blind Side
Favorite quote: “Common sense is the most valuable possession anyone can have.”
Rich focuses on wealth accumulation and distribution for his clients as well as helping them reduce income tax to maximize investment goals.
Rich graduated from Ferris State University and now serves the Cadillac area. He stays involved in his community as he’s worked on the Founders Campaign to create a YMCA for Cadillac and volunteers to teach kids how to skate. His hobbies include keeping a nice lawn, riding his motorcycle on sunny days, coin-collecting, and walking his Golden Retriever.