Rich has been helping individuals, families, and businesses with insurance and financial planning since 1987 and investment, estate, and retirement planning since 2001. Rich has built his business on trust, confidentiality, and exceptional client services. His desire is to create a comfortable atmosphere that facilitates education and open communication for clients to discuss their questions and goals. He also believes that in order to achieve financial success, you must establish a strong plan that is properly monitored and maintained.
Rich has been with Cadaret Grant since 2008. He holds the Series 7, 6, 63, and 24 securities licenses in addition to life, accident, health, property, and casualty insurance licenses. He has a bachelor’s degree and master’s degree from Cornell University.
Rich has lived in the Capital District for over 30 years and actively serves at his church and works with several local non-profit organizations. He and his wife, Sally, live in Latham and have three children - Rachel, Tim, and Emilia. When he’s not in the office, Rich enjoys gardening and cultivating his fruit trees.