Personal Profile
Richie is dedicated to helping clients build confidence in their financial future by providing comprehensive, personalized guidance. His passion for serving others stems from firsthand experience, watching his parents navigate retirement planning without the support of a financial advisor showed him how critical the right guidance can be in achieving long-term success and security. With this perspective, Richie has made it his mission to ensure that every client he works with feels supported, informed and empowered in their financial decisions. He takes pride in building strong relationships, listening closely to each client’s goals and creating strategies that align with their unique vision for the future.
Specialized Retirement Planning
- Higher Education
- Health Professionals
- State Pension
Holistic Financial Planning
- Investment Portfolio Management
- Retirement Income Planning
- Tax Planning Strategies
- Estate Planning
- Risk Management (Long-Term Care, Life Insurance, Disability Insurance)
Education
University of Iowa
• B.B.A. Finance
Professional Accreditations
• FINRA Series 7, Series 6, Series 63 Securities Registrations
• Life and Health Licensed
• 10 years’ of financial service industry experience
Interests and Hobbies
When I’m not working, I love exploring new places with a special appreciation for national parks where I can get outdoors, stay active and take in the views. Sundays are a sacred mix of football and relaxation, a time to cheer on the Chicago Bears and spend quality time with friends and family.
Favorite Food: Steak & Sushi
Favorite vacation spots (so far): Japan
Favorite Holiday: Christmas
Bucket List: Hiking The Tour du Mount Blanc
Biggest Accomplishment: Completing 75 Hard