Rich seeks to come along side those individuals going through the life-changing event called Divorce. As a CDFA®, coupled with his knowledge as a Portfolio and Investment Manager for The First National Bank & Trust Co. of Newtown, Rich brings years of financial experience.
Why choose The First for these services?
The First National Bank, a community bank serving Bucks County for over 150 years, provides the stability and knowledge that works well in a Collaborative environment. The First has a wide range of ﬁnancial skills and resources to meet your individual needs. These assets provide the knowledge needed to save time and money. For example, we have a full-time dedicated tax professional as well as other specialized professionals. We have developed expertise and resources at a time when you need them the most.
He has an MBA in Finance from the University of Pittsburgh, a BA in Finance and Economics from Grove City College and is a Certified Divorce Financial Analyst (CDFA). Rich is involved in Junior Achievement and a member of the Newtown Presbyterian Church.