“It’s the smiles of the people we help; they drive me! How can I not help!?”
Rich strives to simplify the financial investment world and create obtainable financial goals for his clients. Investing since he was 14 years old, he knows the investment world can be a scary and confusing place. Along with his eight years of experience as a Financial Advisor, his MBA and twenty years of engineering experience gives him the advantage of being able to boil down technical financial instruments in a simple to understand way. Rich works diligently with his clients to create financial and investing strategies that they can understand and implement.
Rich is very passionate about giving back to the community. He is the Chairman of the Board for The Share Fund and an active member of the board of The Monarch School of New England and the Greater Barrington Chamber of Commerce.
When Rich is not helping clients, he enjoys his time with his wife, Ginger, in Strafford, NH. He also has three children: Garren is a salesman for a biotech company in San Francisco, Morgan is a CPA working for a large auditing firm, and Erin is a high-school math teacher in Vermont.
Leslie Simpson is our wonderful Administrative Assistant! She enjoys working as a team with Rich, helping people through their financial issues and seeing clients pursue their financial goals.
Becky Jones is our newest Financial Advisor and partner here at Straight Forward Wealth Management. She comes from 25+ years of operating Jimmy Jones Locker, a local Rochester favorite seafood restaurant. A graduate of New England Institute of Art, Becky’s experience in the business world, coupled with her creative nature allows her to help people in picturing their retirement dreams. She has lived her entire life in Berwick, ME but she grew up in Rochester working at the Restaurant. Becky is very much looking forward to using her experience, both life and business to work with other business owners and people looking to make their retirement dreams come true.