Richard is a well-known Financial Advisor in the Chicago land area. As an owner and Financial Counselor with Midway Wealth Partners, Rich meets the needs of individuals, successful professionals, business owners and retirees. His areas of expertise include wealth creation and preservation utilizing tax advantaged investments, and retirement and estate planning strategies. Upon determining his client’s goals and objectives, Rich will develop a comprehensive program, tailored to achieve the client’s individual needs. His expertise in retirement planning, money management, and estate planning has allowed him to instruct at Concordia University, College of Lake County, and William Rainey Harper College.
Rich has been assisting people for 30 years in ways to protect their assets and invest wisely. Prior to that, Rich had an extensive background in marketing, finance, and management. He graduated with a double major in marketing and psychology from North Central College and received his master’s degree in marketing and finance from Wayne State University. He holds the professional designations of Chartered Financial Consultant, Chartered Life Underwriter, Certified Fund Specialist, and Registered Financial Consultant, testimony to his in-depth knowledge and background in the retirement planning, insurance, and estate planning fields.
Trust, integrity and excellence in service are the cornerstones of Rich’s practice and his professional commitment to every client. Rich is a member of various professional organizations, including the International Association of Registered Financial Consultants, the Northwest Suburban Estate Planning Council, the American Society of Chartered Financial Consultants. Rich served on various boards including The United Way of Lake County, the Libertyville Township Soccer Complex, and on the Board of the College of Lake County Foundation. Rich is also active with Misericordia and the Libertyville Sunrise Rotary.
Rich is listed in Who’s Who in the Midwest, Who’s Who in Finance and Industry, and Who’s Who in Executives and Business. Rich has also published two books through Palisade Press titled “Educated Investing” and “Tactical Asset Allocation for Serious Investors.” Rich has been recognized in Chicago Magazine as a 5-star wealth manager.