Rich has been in the financial services industry since 1999, starting out as a trader at TD Ameritrade. Most recently he was the Director of Trading for an RIA, where he managed a department of 12 traders with an AUM over $10 billion.

He has extensive knowledge of all aspects of the Orion platform. His experience working in the RIA space includes billing, customer service, compliance, and reporting.

Meet the rest of the team
Ron Wyatt
Ron Wyatt
Founder & CEO
Ryan Wyatt
Ryan Wyatt
Wealth Advisor
Nick Lewandowski
Nick Lewandowski
Wealth Advisor & Co-Chair, Investment Committee
Morgan Dunn
Morgan Dunn
Director of Operations
Sarah Morris
Sarah Morris
Client Service Associate
Kingston Hollman
Kingston Hollman
Compliance Officer
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Ready to know
your income will last,
not just hope it will?

In a short introductory call, we’ll learn about you, answer your questions, and show you how we’d approach your retirement. No preparation required, no obligation, no follow-up unless you ask.

Schedule an introductory call
30 min
Introductory call
No fee
For the first call
Discreet
Phone or Zoom