5 /5 Jody Harris: I was not happy with the financial advisor I had been using for a couple years. On a recommendation, I went to meet with Rich. He looked over my portfolio, and set me in the right direction. He gave me, literally, step by step instructions on how to arrive at a much better financial situation. If I missed a step, he was always available with advice and encouragement. Besides his excellent knowledge of the financial world, he has a very relaxed manner and is an a great listener. If you are looking for a financial planner, I highly recommend you speak with Rich.