Rich is a registered representative with PFG Advisors specializing in working with small business owners and professionals focusing on retirement planning including Medicare and Social Security planning.
Rich received his bachelor’s degree from Ursinus College in 1974 and the Chartered Life Underwriter Designation from the American College in 1991. He holds FINRA registrations Series 6,7,24 and 63 and maintains a license for Life, Accident & Health and Property & Casualty insurance.
Rich has been involved in his community over the last 35 years serving as an Elder and Trustee at his church along with currently serving as a Board member for Cornerstone Christian Academy and The Common Place. He has been a past Board member of Daemion Counseling Center and is active in the Paoli Malvern Berwyn Rotary Club.
Rich resides in Berwyn, PA with his wife Carla and enjoys spending time with his 4 children and 5 grandchildren.