Rich serves as the Chief Financial Officer of XML Financial Group and Senior Accountant of Lara, May & Associates. He provides financial reporting and manages day-to-day accounting, and supports the human resource function of the organizations. His interest in personal finance go back to his college finance classes, an internship with an investment advisory firm, and his family’s encouragement as a teenager to start saving early for retirement.
Rich is an experienced finance and accounting professional who has worked in a variety of industries and organizations – manufacturing, higher education, public accounting, not-for-profit organizations, and CFO consulting services. His experience boasts nearly 12 years in the not-for-profit industry with positions in fundraising, independent audit services, and as the director of finance for a national not-for-profit organization.
When asked about some career highlights, Rich includes: Working in his family’s business where he gained a comprehensive understanding of corporate management through his duties within the company including manufacturing, production, sales, accounting, and management. He also loved working with students as part of the Student Life department of his alma mater, where he focused on campus ministry and large campus-wide events. In addition, it was a privilege to help his hometown community as a Loaned Executive with the United Way of Buffalo and Erie County by assisting with their annual campaign.
Originally from Buffalo, NY, Rich now lives in Northern Virginia with his wife and their two young boys. They are very active in their church where he has served as a deacon and has been leading classes in personal finance and stewardship for many years. Rich also serves as a trustee and board treasurer for a private school in Centreville, Virginia.
Rich earned his Bachelor of Science in financial management and his Master of Science in accounting degrees from Grove City College in Grove City, Pennsylvania. He is licensed as a Certified Public Accountant (CPA) in Virginia and holds the Chartered Global Management Accountant (CGMA) designation from the American Institute of CPAs (AICPA) and the Chartered Institute of Management Accountants (CIMA). He is a member of the AICPA.