Phone: (312) 986-8770
Cell: (708) 560-5080
Rich is a seasoned and conservative Financial Adviser providing responsive personal attention and unbiased investment advice. Investments are tailored to your needs and risk tolerance. As a fee-only investment advisor, investments are selected free from any conflicts of interest; which are all too common in the financial industry. Accounts are managed conservatively in order to achieve longer-term competitive returns, consistent with client investment objectives, and are reviewed regularly.
Rich is a member of The South Suburban Estate Planning Council, with over 40 years of experience in trust banking, investments, and management. Other community involvement includes Palos Area Chamber of Commerce, Orland Park Area Chamber of Commerce, and Rotary Club of Orland Park.