Rich has more than 35 years of industry experience in both the corporate and financial services industries, enabling him to share his knowledge, expertise, and insight with the individuals, families, and businesses that rely on him. In 2019, Rich founded Clarity Financial Group in Stuart, Florida, an independent affiliate of Lake Street.
Rich’s core principle underlying the firm’s creation is to turn financial complexity into clarity for his clients. Operating strictly under the fiduciary standard, Rich executes on a customized wealth management experience that addresses the unique goals and best interests of each client.
Prior to establishing Clarity Financial Group, Rich served as Vice President with Merrill. He earned a bachelor’s degree in politics and government from Ohio Wesleyan University and an MBA from Northeastern University. Rich holds the Certified Financial Planner™ designation awarded by the Certified Financial Planner Board of Standards and the Chartered Retirement Planning Counselor ℠ designation from the College for Financial Planning.