Rich has been advising individuals and businesses as a CPA for over 30 years to achieve their business and financial goals. Rich co-founded GuidePoint Private Wealth Management, PLLC with Mike Goyarts, AIF®, CEPA®, CBDA®, to deliver a unique, comprehensive and process driven approach in the management of wealth for high-net-worth individuals and business owners with complex needs.
Following four years of service in the US Air Force, Rich graduated with a Bachelor of Science degree in Accounting from York College of Pennsylvania. Rich went on to gather extensive tax, accounting and management consulting experience in advising individuals and businesses as a manager with a regional public accounting firm in York, Pennsylvania.
Later as an entrepreneur and in executive leadership positions, his experience expanded to encompass numerous aspects of growing small to medium sized businesses. Rich specializes in the areas of finance, tax, accounting, real estate, self-directed retirement investing, business law, personal financial planning, wealth accumulation planning and management, and strategic planning.
When Rich is outside the office he enjoys traveling, healthy eating, weekend getaways, wine country excursions and relaxation with friends and family. He has three wonderful children and lives in central Phoenix and Verde Valley, Arizona.
CERTIFICATION:
Licensed by the Arizona State Board of Accountancy
MEMBER:
ASCPA Arizona Society of Certified Public Accountants