Rich has more than 16 years of experience assisting successful C-Level professionals, service providers, corporations and business owners address multi-faceted financial challenges. Understanding the complexity of balancing professional and personal needs, Rich enjoys working with individuals who are entrepreneurial minded and as a result specializes in the needs of current business owners and recently exited officers and owners.
Rich’s background within his field of concentration allows him to deliver unparalleled guidance while helping his clients maintain emotional and financial perspective. Due to the fact that business owners typically take their risks and make their wealth in their businesses rather than their investment portfolios, Rich focuses on employing conservative and proven investment strategies designed to properly diversify his clients’ net wealth and therefore provide them with a reliable, worry-free lifestyle outside of their professional endeavors.
On a personal level, community service and philanthropy are a very big part of Rich’s life. His charitable affiliations include Marymount, President of Ensemble Theatre Company and Board member of The Teddy Bear Cancer Foundation and the Santa Barbara University Club. He is also the former Associate Director of Old Spanish Days and former Board Chair of Child Abuse Listening & Meditation (CALM). Rich also enjoys spending as much time as possible with his wife and three daughters.