As Your Financial Advisor, my role is to help you direct your financial resources toward the goals that are most important to YOU!
I will listen to your concerns and will act as the one point of contact for all of your financial matters, helping coordinate efforts with attorneys, accountants and other professional advisors.
My goal is to develop, implement and maintain a financial plan that helps you accomplish your goals and live your life on your terms.
We start with you telling me your concerns and goals. Then we analyze your financial picture and get a better understanding of your key financial information. We will then develop your plan, addressing your financial goals and objectives. Then we can recommend an investment strategy designed to meet your risk tolerance.
Now you can choose to live YOUR plan!
There are many reasons to work with a financial advisor. A few include your children, family, friends, career, retirement plans, and, to put it more simply, your life. We strive to provide an outstanding financial planning experience for individuals, families and small business owners through an independent assessment of your unique financial condition. We will work together toward your objectives while making sure you are educated and prepared. We're here to help put you in control of your financial life.
Rich was born & raised in Northeast Iowa and graduated from Waukon High School. He received his Bachelor of Science Degree in Accounting from Winona State University in 1991.
Rich began his career as a Financial Advisor in 1995 at Mutual of Omaha Investor Services in LaCrosse, WI. He then left Mutual of Omaha in 2004 and worked as a Financial Advisor at Decorah Bank & Trust for 14 years. In 2019, Rich decided to open his own office in Decorah, IA and re-affiliated with Mutual of Omaha Investor Services.
Rich, his wife Erica, and their 3 children, Brayden, Chloe and Danika, spend their spare time camping and kayaking.
Erica has joined her husband in the office to assist him and his customers when needed. She looks forward to helping Rich grow his business to the next level.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan designed to achieve them.
911 South Mill St, Ste 6
Monday - Friday: 8:30am - 4:30pm
Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., Member FINRA/SIPC. Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Reiser Financial Services and Mutual of Omaha Investor Services, Inc. are not affiliated. Mutual of Omaha Investor Services, Inc. and its representatives do not provide tax or legal advice. Consult the appropriate professional regarding your particular situation.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.