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Rich joined Aspen Investment Management in 2011 and is one of the firm’s Principals.
He specializes in working with families and their legacies, implementing long-term investment strategies designed for tax-efficient growth and sustainable income.
Before joining Aspen, Rich served as Chief Equity Strategist at B.C. Ziegler, where he focused on equity research and the management of equity strategies. Today, he takes great pride in seeing the next generation of families—many of whom he has served for more than 25 years—continue to build strong relationships with Aspen.
What do you like to do in your spare time?
I enjoy working on my golf game and teaching newer golfers the sport. I also love spending time with family and friends and traveling with my wife. Some of my spare time is devoted to supporting organizations that benefit individuals with disabilities, as well as serving on our church council.
What’s one item on your bucket list?
Playing a round of golf at each of the British Open courses.
What is an interesting fact about yourself that most people don’t know?
As a father of three girls, my hair-braiding skills are exceptional—and my family also considers me a paella-making pro.
Favorite part of being an Investment Manager:
I love researching, problem-solving, and finding the right solutions for each client. That “aha” moment—when a client understands how their portfolio supports their goals, values, and charitable intentions—is incredibly rewarding. Above all, I enjoy getting to know our clients well enough that if we run into each other at the grocery store, we can have a half-hour conversation about life outside of finances.
Best piece of financial advice you’ve ever received:
Start early, save consistently, and let the power of compounding work for you—the last double is always the most important.
