Director of Client Experience
Rich Wilson has worked in customer service and business development his entire life. Starting in his family business at the age of 7, he has cultivated a passion for providing exceptional client service and creating a welcoming atmosphere. His education includes a B.S. in Psychology, M.S. in Counseling Studies, and Leadership and Organizational Management courses.
Rich entered the financial industry in 2013 taking on several different roles and has worked with a diverse field of clients. During his consulting tenure, Rich played a key role along with executive teams to build a financial planning subsidiary which grew to over $229 Million in assets under management within a three year time frame.
As a team member of Retirement Referral Network, Rich coordinates the client experience, builds operational systems of success, and supports the Advisors so they can provide exceptional customer service.
Rich lives in Gig Harbor, Washington with his wife, 2 dogs, and 2 cats. He has many hobbies including playing and writing music, mountain biking, hiking, paddle boarding, kayaking, being a sherpa for his wife (who has completed multiple IronMan events), and giving his animals the best life possible.