Who we are
A team of innovators, developing industry-changing technology
As Chief Executive Officer and Co-Founder of FIDx, Rich is responsible for the company’s strategy, vision, and growth. Passionate about helping advisors deliver better outcomes to their clients, Rich is leading his team to revolutionize the way insurance products are used to achieve client retirement goals within wealth management. With 30 years of financial services consulting experience and deep domain expertise in the brokerage and insurance industries, Rich has built and managed IT consultancies and provided enterprise consulting services and subject matter expertise to the industry leaders in the insurance, retirement, and asset management space.