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Focus: Insurance Strategies, Special Care, Investment Strategies, Business Owners, Military, Retirement Income Planning, Retirement Strategies, Estate Planning, Financial Education, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies
As the General Agent for Magnolia Wealth Strategies, a MassMutual firm, Rich's goals are to continue shaping and fulfilling the company's strategic vision by attracting, developing, and empowering top talent and providing elite support and service to the Magnolia Wealth Strategies team and clients. As one of the oldest firms in the southeast, Magnolia Wealth Strategies has over 100 financial professionals providing customized financial solutions to clients across LA, MS, AL, & the FL panhandle.
Rich is a graduate of the U.S. Military Academy at West Point where he earned a Bachelor of Science Degree in Chemistry and Life Sciences with a concentration in Nuclear Engineering. In 2012, he earned his MBA in Finance from The University of Texas at San Antonio.
Whether it is his country, his team, or his clients, Rich has always been inspired to serve. As an officer in the U.S. Army, Rich spent five years in the 101st Airborne Division where he served in various positions ranging from artillery platoon leader to brigade operations. In 2003, Rich was deployed for ten months in support of Operation Iraqi Freedom where he was awarded the Bronze Star for actions during combat.
Rich volunteers regularly with several community and faith-based charities. He has also served in key community leadership positions such as the West Point Admissions Field Force Officer for the 23rd Congressional District of Texas, Board Member of the West Point Society of South Texas, and Board Member of the St. Francisville Chamber of Commerce Scholarship Committee.
In addition to his role as general agent, he's a CERTIFIED FINANCIAL PLANNER™ professional and financial advisor based in Metairie, LA. Rich currently holds FINRA Series 24, 52, 7, 53, and 63 securities registrations.
Check the background of this investment professional on FINRA’s BrokerCheck
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3838 N Causeway Boulevard Suite 3400
Metairie, LA 70002-8194