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Rich is a Director in the Investment Management group at First National Bank Wealth Management. He joined First National Bank in 1997, in what is now First National Capital Markets and is currently responsible for managing the portfolios for personal trusts, institutions, foundations and endowments as well as chairing the Mutual Fund Oversight Committee.
Prior to joining the Investment Management group in 2005, Rich worked in the FNNI Treasury Group, and served as Chief Financial Officer for Washington County Bank in Blair, NE. Prior to joining First National Bank, Rich managed the investment portfolio for American National Bank in Omaha and served as an internal auditor at First Tier Bank in Lincoln.
Rich is a Certified Trust Auditor from Cannon Financial Institute and a Chartered Mutual Fund Counselor® from the College for Financial Planning. Rich earned his Bachelor’s degree in Accounting from the University of Nebraska at Lincoln.
Rich and his family enjoy vacationing and having a good time in warm places like Florida, Cancun and the Caribbean. Rich is excited to enter a new chapter in life this year as he takes on a new role as grandpa.
I strive to help my clients reach their financial goals so they can live and enjoy life to the fullest.