Rhys has provided wealth management solutions to clients since 1993. After graduating from Wabash College in 1989, he started his career in the financial services industry with Prudential Securities. After 16 years with one legacy firm, Rhys accepted the branch director position of the Indianapolis office of RBC Wealth Management. In addition to serving his clients, Rhys oversees the branch and is working to expand with quality financial advisors in the Indianapolis area.
Rhys has achieved the CERTIFIED FINANCIAL PLANNER™ certification. CFP® professionals are dedicated to the highest level of service and ethical standards. The intensive program’s curriculum includes risk management and investment techniques, as well as insurance, tax, estate and retirement planning. These topics of study allow CFP® professionals to enhance their client relationships and add value toward helping clients achieve their financial objectives.
In addition, he completed the Certified Investment Management Analyst (CIMA®) designation at the Wharton School, University of Pennsylvania in 2000. In addition, Rhys obtained the professional designation of Accredited Wealth Manager (AWM) through an education program sponsored by RBC Wealth Management and Michigan State University.
Rhys was born in Indianapolis and raised in Clinton, Indiana. His interests outside of work include Standardbred horse racing, enjoying his farm and spending time with his wife, Chris, and their two sons, Rhett and Rhye.