Rich has over twenty five years of experience, partnering with clients to achieve financial independence. This includes time spent preparing individual tax returns. He has been a Certified Financial Planner since 1996, has an undergraduate degree in finance from the University of Massachusetts at Amherst, and an MBA from Boston College. He believes strongly in financial literacy, and strives to improve his clients understanding of financial planning concepts.
Education: Boston College (MBA), UMass Amherst (BS)