Rich is a Founding Partner of Ballast Advisors. As a Certified Financial Planner for the past 29 years, Rich has helped many families reach their financial goals. Rich focuses his practice on helping clients invest soundly, minimize taxes, educate their children, retire comfortably and preserve their estates. He also serves on the Executive and Investment Committees within the firm. Rich has been recognized numerous times by local publications and organizations for his work as a Financial Advisor. He has also served in many leadership roles for the development and training of other Financial Advisors. He is an active community member serving in many church and civic or