Rich finds that helping individuals and families achieve their goals is one of the most fulfilling parts of his work. His specialties include advising high-net-worth families and executives approaching or at retirement age, and underwriting and structuring alternative investments.
Rich has more than 20 years of experience in the financial services industry. He joined the EP Wealth Advisors team in 2022 after a lengthy career at Lehman Financial Resources that included roles as Investment Advisor Representative and Chief Compliance Officer.
Rich is a graduate of Dickinson College, earning his B.A. in Economic Policy, holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a member of the CFP Board.
Outside the office, Rich serves on the Chester Valley Little League Board of Directors and likes to coach and watch youth sports with his wife and three kids. He also enjoys family time on the Finger Lakes and ski slopes. Passionate about fitness, he’s committed to continually challenging himself.
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