Rich has ten years financial services experience with affluent individuals. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds FINRA Series 7, 24 and 63 registrations, and is licensed to sell life insurance, annuities, and variable products.
Rich's goal as Managing Partner of Magnolia Wealth Strategies is to continue to shape and fulfill the company’s strategic vision by attracting and developing top talent and providing elite support and service to our financial services representatives and their clients.
As an officer in the U.S. Army, Rich spent five years in the 101'st Airborne Division. He served in various positions, ranging from artillery platoon leader to brigade operations. In 2003, he deployed for 10 months in support of Operation Iraqi Freedom, where he was awarded the Bronze Star for actions during combat.
A graduate of the U.S. Military Academy at West Point, Rich earned a Bachelor of Science degree in chemistry and life sciences with a concentration in nuclear engineering. He completed an MBA at the University of Texas at San Antonio in 2012.
Rich has served in key community leadership positions, such as the West Point Admissions Field Force Officer for Texas' 23rd Congressional District, board member of the West Point Society of South Texas and board member of the St. Francisville Chamber of Commerce Scholarship Committee. He also volunteers with several community and faith-based charities.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies
- Special Care