Building long and lasting satisfied client relationships is Rich’s main focus for nearly three decades. Rich thoroughly enjoys getting to know each client, their children, their interests, their career aspirations and their passions outside of work. He is responsible for The CFS Group’s marketing, business development and client communications.
Rich graduated from the University of Maryland, College Park, with a Bachelor of Arts degree. He also passed the Series 4, 7, 24, 53, 65 and 66 exams and spent several years as a trader. In addition, he completed the three-year Securities Industry Institute program at the Wharton School of Business.
A native of Maryland and current resident of Mt. Airy, Maryland, Rich and his wife, Christine, have two children, Jonathan and Lauren. He is involved with the University of Maryland Athletic Club and James Madison Duke Club and enjoys attending football and basketball games and playing golf.