Being an active and committed member of the community, Rich has always strived to be the best he could be for others around him. Throughout his life, Rich always found himself in positions where he could help others. As a former nurse, Rich was responsible for taking care of his patients’ physical well-beings. He transitioned into a financial professional role with CFS after having been a client for several years and seeing a greater opportunity; Rich understood the powerful work done in financial planning to alleviate stress so his focus shifted from caring for a person’s physical well-being to caring for their emotional and financial well-being.
Rich acknowledges that, all too many times, people find themselves feeling controlled by their bills and finances. Being an empathetic person, he shares his personal and professional experiences and knowledge with others so that he can help them find the balance they need to take full control of their money, and, subsequently, their lives. Together with his clients, Rich navigates through various challenges using holistic financial strategies that combines insurance/protection vehicles with wealth accumulation strategies.
With family and happiness being the focal point of Rich’s life, he is passionate about educating others on financial topics that can relate to ways in which they can reach their individual, family, and/or business goals and live their definitions of success and happiness.
At his leisure, Rich always enjoys a nice trip to the beach with his family or to his personal favorite: Disney World.
