Since 2003, Rich has been a true pioneer in the independent financial advisor space. His founding of the Independent Network of Consultants & Advisors (INC Advisors) was driven by his vision of creating unified independence. Through hard work and an entrepreneurial spirit, Rich has grown INC Advisors into one of the nation’s largest independent advisor networks and enterprise groups. Ultimately, Rich’s influence has profoundly shifted the independent advisor model for the better.
Rich is an esteemed 30+ year leader in the wealth management industry, bringing expertise and knowledge to his roles with Merrill Lynch and PaineWebber. His skill set includes all areas of wealth management execution, from practice development and compliance to operations, service delivery, workflow efficiency, marketing strategies, technology innovation, and human resources. Throughout his lengthy career, he has served as a manager, coach, and leader. He is highly skilled and capable, with extensive experience that makes him an asset to any team in the industry.
Rich is a graduate of Gettysburg College, awarded a BA with a concentration in economics and a minor in accounting, and is a member of Omicron Delta Epsilon, The International Honor Society for Economics. In addition to holding multiple securities licenses, Rich also holds designations as a Chartered Financial Consultant® issued by the American College of Financial Services and the Chartered Retirement Planning Counselor issued by the College of Financial Planning.
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