My Background

Rich is a Principal in the Green Financial Strategies Group. He started his career in the financial services industry in 2009. He excels at understanding the complex goals and desires of his clients and is passionate about creating comprehensive financial solutions that address their overall needs. Rich spends the majority of his time in the areas of protection planning, retirement planning, wealth management, and estate planning. Clients engage Green Financial Strategies Group to implement a balanced approach to personal accumulation income combining time-tested principles of risk management with sensible strategies for long-term tax-reduction which gives clients the potential to increase their net spendable income in retirement.

Rich is an Investment Advisor with Eagle Strategies LLC. A Fee-based Registered Investment Adviser. With this resource, Rich can utilize a comprehensive platform and support team of advanced planning professionals to assist with the holistic planning needs of his clients.

Rich received a bachelor’s degree from the University of Nevada and holds a Chartered Life Underwriter (CLU®) and Life Underwriter Training Council Fellow (LUTCF®) designations from the American College, Bryn Mawr, Pennsylvania. He is a Qualifying Member of the Million Dollar Round Table, a member of the National Association of Insurance and Financial Advisors and is a recipient of their NAIFA Quality Award. Rich is also a member of the Estate Planning Council of Northern Nevada. Rich has his FINRA Series 7,66,63 and 6 licenses and is also a licensed insurance professional.   

Rich is very active in his community and has served as a board member on numerous charitable and civic foundations. Rich is an outdoor enthusiast and enjoys spending time with his family at Lake Tahoe and beautiful surrounding regions within the Sierra’s. Rich was raised in Colorado but relocating to Northern Nevada in 1992 and currently resides in Reno with his wife, Gina, and three children Carmella, Joey and Rocco.

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July 10, 2020 @ 03:30 PM

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