- October 31, 2018
- Posted by: Caitlin Gulling
- Category: Financial Planning
Brogan Financial is proud to welcome Rich Polchinski to our firm as Director of Operations and Development. In this role, he will be 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.
“I’m very excited to welcome Rich on board to Brogan Financial,” said Jim Brogan, President and CEO. “To ensure we continue to provide high-end service for our clients while further growing the company to impact more lives, we needed someone with a specialized skill set and experience. I believe we’ve found that in Rich. His commitment to putting our clients first has been consistently demonstrated throughout his service in the financial services industry.”
Rich is joining Brogan Financial with over 18 years of experience in the Financial Services industry. He most recently served as a Vice President and Regional Supervisor with Wells Fargo Advisors in St. Louis, MO. In that role, he supervised a region consisting of 34 offices with 151 Team Members – including 72 Financial Advisors. 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.
“I’m excited to be working with such a talented, client driven team that delivers exceptional service and knowledge in the often complicated retirement landscape,” stated Polchinski.
Spotlight on Rich Polchinski
Q: Tell us a little bit about your family.
A: My wife, Kristen, and I have two daughters, ages two and three. Most of our free time is spent doing whatever our girls want to do. But we do enjoy football, baseball, golf, wine, and traveling as much as we can.
Q: What’s your preferred vacation destination?
A: Kristen and I love going to Mexico and the Caribbean. We especially enjoy St. Kitts, Nevis and the Cayman Islands. We typically head somewhere south for a while when it gets cold here in the States.
Q: What is your favorite family tradition?
A: Definitely getting together with family during Thanksgiving! We start cooking the turkey around 7 am and then all head to a Turkey Trot. By the time we get back the turkey is almost done, we’re extra hungry and we can eat it for lunch and dinner.