Known for his deep tax knowledge, honed over a decade as a tax attorney, as well as his ability to understand and connect with business leaders through years of leadership team coaching, Rich brings a unique blend of skills to the financial planning world.  

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Rich's path to financial planning began with a bachelor's degree in accounting from Marquette University. He started his career at Deloitte before earning his Juris Doctor from DePaul University College of Law. He then joined one of the nation’s top tax law practices at Mayer Brown. During his years as a tax attorney, Rich earned a Master of Laws in Taxation from New York University, and went on to work in-house at a Fortune 500 company.

 

Drawn to entrepreneurship, Rich left the legal world to start and run multiple businesses. Eventually, he returned to the role of trusted advisor as a Certified EOS Implementer, training and coaching leadership teams from more than 30 companies. During this time, he developed a niche working with financial planning firms, gaining a unique vantage point into a wide range of planning approaches being employed throughout the industry. He noticed that only a small percentage of advisors were truly delivering comprehensive planning that addressed risk mitigation, tax optimization, and wealth accumulation. What he observed inspired him and confirmed that his passion, expertise, and skills could be used to guide clients at the highest level as a financial planner. 

 

Rich lives in Franklin, Tennessee with his wife, two daughters, and two dogs. When he's not working with clients or shuttling his daughters to dance or tennis, you may find him on the golf course or training for his next endurance event.