Brett Rich

WORK HISTORY

EDUCATION

SKILLS

ABOUT BRETT RICH

1) Excellent communication and interpersonal skills2) Money Management & Tracking3) Financial Analysis to meet short and long-term financial goals.4) Understand legal and financial documents 5) Working with small to large business owners (Companies with 10 or more employees with annual revenue north of 5 million dollars)6) Build Trusting Relationships7) Learn client\'s financial situation to develop realistic plans8) To seek the solution which is the simplest, most efficient, and most effective, while never implementing that solution unless and until the client fully understands and believe in it9) Working with the full panoply of technical resources and personnel at hand to find the solutions best suited to each client\'s personal and or business needs10) Networking and Connecting11) Act as a resource for my clientsI take great pride and enjoyment, knowing that I can help others were needed. If and when, I will invest all the time it takes to fully understand and to empathize with every clients personal hopes and fears and will respect each individuals feelings on those matters, simply because they are there feelings. I will always seek the solution which is the simplest, most efficient, and most effective for each client in each situation of need. Most importantly I will never ask client to implement a solution unless and until they fully and completley understand.Having built trusting relationships within KC, STL, nationally and globally, I am not a universal expert but more of a wrangler of experts. Working with the full panoply of the technical resources and personnel at hand to find the solutions best suited for each client’s personal and or business needs. Working and looking high and low to shop every possible market to-find individual and or group support using every resource and connection to do so. No one will ever understand nor care about each situation more, than I do.