Rich works with clients toward achieving financial security and independence by developing solid investing programs to help meet their long and short-term financial goals. His professional focus includes estate planning and retirement strategies for individuals and businesses. Rich is also a Founding Partner and Wealth Advisor of the Waypoint Wealth Group in Woodbury, MN.
Areas of Focus:
- Mutual Funds
- Variable Annuities
- IRAs and Retirement Strategies
- Life Insurance
Rich is a graduate of the University of Minnesota with a Bachelor of Science degree in Business Administration. He has been a Financial Advisor since 1990. An avid outdoorsman, Rich likes to hunt, fish and spend time up north at his cabin.
Rich is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC.