Rich’s sharp focus is appreciated by many clients. They understand that their financial future is a serious topic and Rich brings a no-nonsense approach to the table. He has been helping clients pursue their financial objectives since 1988. A frequent speaker and presenter on various estate, financial planning and investment topics, he has appeared in front of CPAs, attorneys, companies of all sizes as well as local Universities and associations.
He is one of the managing partners and founders of Strategic Financial Partners, Ltd. A proponent for youth and high school sports, Rich coaches and is actively involved with West Linn Baseball. He has also volunteered at several Special Olympic sporting events. Rich also advises the leadership of Portland Fellowship of Christian Athletes, providing guidance and vision for these organizations. He is also a foodie and really appreciates the beauty of a wonderfully prepared meal along with an exceptional bottle of wine.