Ronald J. Rich CFP®

Principal

Ron earned his B.S in accounting from Indiana University. His career in public accounting began in 1980, followed by four years working as a controller and then treasurer of a public company. Since 1987, Ron has been working in the financial services profession, and he became a fee-only advisor in 1993. Over the course of his career, Ron has earned and held the following titles and designations: Certified Public Accountant (CPA®), Certified Financial Planner (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter (CLU®). He and his wife Judy are lifetime residents of central Indiana and have three children and one grandchild.

 

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