We are excited to welcome Rich Polchinski as our Director of Operations & Development. He works closely with our financial advisors and operations team to ensure all office policies and procedures are carried out seamlessly and consistently.
In his role, he is responsible for all operational and business services, including Client Relations, Compliance, Human Resources, and Information Technology. Additionally, Rich will be actively leading and developing the Client Services team to better serve our growing client base and work directly with our Financial Advisors to execute our service approach.
Prior to joining Brogan Financial, Rich served as Vice President and Regional Supervisor with Wells Fargo Advisors in St. Louis, MO. His oversight included Operational Risk and Supervisory Items, such as client service requests, asset movement and trade review. He also partnered with Financial Advisors to develop a repeatable service model that delivered a consistent experience for all clients.
Rich, his wife, Kristen, and their two daughters recently relocated to Knoxville and they look forward to enjoying the beauty of East Tennessee. He and Kristen enjoy spending time with their family, traveling and spending time in the outdoors.