A knowledgeable and compassionate team
that delivers straight-forward guidance.
Having worked in the financial industry for more than 25 years, there is little Rich has not encountered and helped his clients tackle. Rich leverages his industry and personal experiences to relate to his clients and guide them through the financial planning process. His passion to help others is evident when you spend time with him. He is intentional in his approach to assist each client to achieve the most precise outcome for their unique situation. Rich’s calm demeanor provides him with the ability to help clients through all phases, even during the most difficult life challenges. Rich helps remove the emotion and focuses on the best solution and best range of outcomes during times when clients may lack clarity. Rich prides himself in being intentional with each client, taking time to understand their unique needs, and devising an efficient plan with the ability to break down the complex, into easily understood concepts in a straightforward manner.
Who has had the biggest impact on your life and how have they influenced you?
No doubt, my parents. My father came to the United States on a boat from Liechtenstein at age 18 and shortly after arriving, served in the U.S. Army. My parents met in Chicago, married, and settled in Harvey, IL. My father instilled in me the importance of a strong work ethic. By my mom’s example, I learned empathy, compassion, and the importance of caring for others. Growing up with very modest means, my parents always found ways to help others and share what we had with those who had even less. They worked hard to provide a better life for me, and this, in turn, is something I try to do for my clients every day. Financial planning was a natural career choice for me. It allows me to work alongside individuals on their financial journey, providing guidance and helping them to live their best life.
What is something people may not know about you?
My relationships with clients are uniquely close and most know a great deal about me, so this is a tough question. If there is one fact others might not know about me, it is that I have been flying since 1990. I have flown everything from a 2-seat Cessna to a 32-seat Dornier Jet. I have approximately 3,300 flight hours. To this day I still enjoy flying and sharing that experience with others.
Are there any correlations between being a pilot and your role in financial planning?
Yes, there are a few. During pilot training, you are repeatedly given emergencies and extreme situations until resolving them become second nature. This training has been helpful especially when confronted with an unwelcome situation or market event. During these times, you need someone to be a calming influence that can help remove the emotion and remain focused. During my career, I have not only helped clients navigate some of the toughest markets but have assisted many clients through very difficult life-changing events. As an advocate and friend, I can use my experience as a pilot and in the financial industry to remain calm and help clients get to their ultimate destination.
What sets you apart from other advisors?
My approach to the business is a unique combination of both professional and personal experiences. Over the years I have lost family members and very close friends. I have gone through a divorce and know firsthand the impact it has on all parties involved, especially children. These events take their toll and having gone through these situations, I can assist as a knowledgeable and compassionate guide when a client is feeling most vulnerable. Having worked closely with family law attorneys, and numerous clients going through these same life-changing events, I am told people appreciate my compassionate, thoughtful approach at a time when emotions may cloud the ability to think clearly and rationally. I have also been told, good bad, or indifferent, that I tell it like it is. I believe that my clients have found this refreshing. It does the client a disservice if you are not completely transparent and honest about their ability to accomplish their goals. Many of my clients consider me not only an advocate but a friend and I am blessed to have client relationships that have spanned over my 25-year career.
Outside of the Office?
I am blessed to have three great kids. I have a daughter, Elyse, and two sons, Cole, and Chase.
My daughter, Elyse, works in fashion and design; my son, Cole, is studying engineering at the University of Wisconsin-Madison; and my son, Chase, is attending the University of Wisconsin-Milwaukee. I am a photo and aviation enthusiast. When I’m away from the office it is quite likely you will find me with my camera in hand or sharing my love of flying with my family and friends. I have grown to appreciate and love the beauty of the Northwoods of Wisconsin and love spending time at my cabin in Minocqua photographing eagles, loons, and other wildlife.
- Accredited Investment Fiduciary®
- Professional Plan Consultant®
- Certified Estate Planner® through the National Institute of Certified Estate Planners
- Wealth Advisor with Commonwealth Financial Network®
- Affiliate member of the CFLCW, Collaborative Family Law Council of Wisconsin
- Recognized in Milwaukee Magazine as a Five Star Wealth Manager award winner for eleven consecutive years*
2012-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in 6/2022 based on data gathered within 12 months preceding the issue date. 1,523 advisors were considered, 171 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
While I'm new to the financial world I've been in customer service for more than 15 years. I enjoy working with others, meeting new people and believe you’re never too old to learn something new.
I grew up in West Michigan, which is probably where my love for the beach comes from. I've also lived in Kentucky and South Carolina and my family and I have called Wisconsin home for the last 16 years.
I have one son, Jackson, who loves all things history. Many of our family vacations have revolved around historic places in the US, specifically battlefields. He also loves to swim, and he teaches swimming to younger kids at a local swim club. My husband and I enjoy traveling and in the last few years cruising. Some of our favorite destinations have been Alaska, Hawaii and Grand Cayman. While I love the tropics and the beauty of Alaska, my favorite place to go is the southeast. I left my heart in Charleston on the very first visit. Not to mention the food is fantastic as well!
In my spare time I enjoy baking, gardening, hiking, kayaking and reading. I love nature and being outdoors any chance I get. I have a huge heart for animals as well. We have two cats and two long haired dachshunds who are spoiled beyond belief. One of our pups has raced in a couple of the local wiener dog races at surrounding Germanfest celebrations. Some friends and I also participate in our local Humane Society's biggest Fundraiser each year, the Festival of Trees. I look forward to meeting and getting to know y’all.
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