As a Vice President and a Senior Wealth Strategist, Rich leads the deep and dynamic discovery process to achieve a mutual understanding of your financial goals and family business planning (if applicable) to determine what is truly important to you in achieving peace of mind. He works with you and your advisors to help develop a strategic financial plan which integrates your financial, estate, tax and philanthropic considerations and preferences. Rich identifies and prioritizes your objectives and together with your team develops tailored solutions to help achieve them. He has the high level of technical experience in complex estate, tax, and wealth planning issues to help bring about successful outcomes as your trusted advisor. 

Prior to joining PNC as a Senior Wealth Strategist, Rich began his career with the Bank of America Private Bank in Austin, TX then joined the Aspiriant Exclusive Family Office Group, working in both Austin, TX and Newport Beach, CA. Rich then returned home to North Carolina to work with First Citizens Private Wealth. He is a licensed attorney in the state of North Carolina. 

Rich graduated with a Bachelor of Arts in economics and a Bachelor of Arts in international studies and international relations from North Carolina State University. He also has earned his Juris Doctor and a Master in Trust and Wealth Management from Campbell University. Rich holds both Certified Financial Planner and Certified Exit Planning Advisor designations. Rich is involved with the North Carolina Bar Association and the North Carolina Bar Association Estate Planning and Fiduciary Law Section.