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Biographical Info
Education
*Over 26 years licensed Advisor – 22 years licensed Supervisor *Accredited Investment Fiduciary® Designation *Certified Estate Planner through the National Institute of Certified Estate Planners *Professional Plan Consultant®
Training
Affiliate Orientation at Building Blocks of Collaborative Practice – May 2016
Profile
Rich brings a breadth of knowledge to his clients having spent over 26 years in the wealth management industry. He believes his clients sincerely appreciate his relaxed, no nonsense approach to the business and the time he dedicates to helping them understand, at times, very complex issues. Rich believes a well-constructed plan is critical to a client’s success and investment decisions should be the result of the financial plan and a true understanding of each client’s needs. Rich goes beyond risk management, tax efficiency, cost and planning and takes the time to understand his clients. He prides himself on discussing the plan in depth, to ensure the client knows exactly what to expect, not only for themselves, but for their heirs as well.
Rich’s experience and expertise goes well beyond the industry affiliations and licenses. Having been through a divorce himself, he knows and understands firsthand concerns and fears clients face, especially when children are involved. The financial side of divorce is extremely important to be aware of and understand. Rich feels he can guide clients through these often-emotional times helping them to stay focused on the future and keeping them from making emotional decisions at a crucial time. Often a couple gets divorced and does not fully understand the financial impact until after the divorce is final. Rich works closely with a few attorneys and their clients to do critical planning in advance so a client can feel comfortable with the outcome or know what obstacles they may face. This complementary initial planning has proven highly beneficial to both the client and the attorney for offering up a service that is above and beyond.
Rich is honored to be recognized for the eighth consecutive year as a Five Star Wealth Advisor. *
Industry Involvement
- Affiliate Member, Collaborative Family Law Council of Wisconsin
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser located at MainStreet Investment Group LLC, 136 Green Bay Road Thiensville, WI 53092, 262-478-3000 or Rich@mainadvisor.com.
* Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,036 Milwaukee-area wealth managers were considered for the award; 166 (16% of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit http://www.fivestarprofessional.com.
