I have been advising individuals and companies on executive benefit and business insurance plans for more than 35 years.  In this time I have gained extensive knowledge and experience in developing customized plans to achieve my clients financial goals.  It has been a privilege to serve my clients.

In 1991 I joined The Todd Organization, one of the largest executive benefits firms in the country.  Where I successfully developed next generation executive benefit plans and structured innovative financing solutions for public and private companies.  I also served as the team leader on large corporate consulting engagements.  Additionally, developed and managed the local technical and consulting practice.

In 2005 I formed Rich & Company to continue to grow and expand my consulting and executive benefit practice. Through Rich & Company, my team and I, are able to help entrepreneurs and executives preserve their life’s work by helping them define their ‘why’ and provide them with the necessary tools to realize their vision.




Jeffrey W Rich, ChFC®, CLU®
Wealth Management Advisor

Rich & Company


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