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.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.