In his 35th year in financial services, Rich serves a diverse clientele of families and family owned businesses with financial planning, retirement issues, life insurance, and estate planning.
Drawing on his expertise in the financial and insurance fields, Rich helps his clients develop complex strategies to grow and preserve wealth in estates and trusts with the use of financial investments and life insurance.
Rich's background in the financial services industry includes: banking, property and casualty insurance, and securities. A native of Akron, Rich graduated from the University of Akron; he also holds his FINRA Series 7 and 63 licenses, as well as State of Ohio Life, Health, and Variable Annuity. He has been named a 'Five Star Wealth Manager' by Cincinnati Magazine. Rich also received certifications and training from the prestigious Heckerling Estate Planning Institute and the Esperti Peterson Institute.
Rich is the former President of Prism Financial, Inc., and Prism Investment Advisors, Inc.. In January 2009, Rich combined both companies into Main Street Family Advisors, to better define the firm's devotion to advising individuals, families, and closely-held businesses on their financial matters.
Rich lives with his wife of 24 years, Heidi Hanssen. They live in Colerain Township and have three grandchildren from their daughter, Mindy. In his spare time, Rich enjoys reading and travel.