Rich lives in New Albany, Ohio, with his wife, Dena. He began his career in insurance services for both life and property casualty in 1972. His insurance expertise has expanded to include debt and liability planning, retirement services, and overall macroeconomic planning. He focuses specifically on debt and liability planning for dentists and other business owners who benefit greatly from the ability to control and eliminate both business and personal debts as quickly as possible. Rich successfully integrates the planning process with the areas of insurance, investments, and retirement planning.
Rich is a certified life underwriter and a chartered financial consultant. He has spoken to a variety of groups around the country with participants that include business owners, dentists, and individuals. His talks focus on providing education to his audiences on how to handle debt management issues more efficiently and accumulate wealth. He has served on the advisory boards and committees of several life insurance companies, offering advice on products and improving client services. He is a registered representative and investment advisor representative with Kestra Advisory Services, LLC.
Rich received his bachelor of arts in 1972 from The Ohio State University, where he also served as captain of the baseball team.