Richard Westhelle, (richw@stonegatewealth.com) is a Financial Planner with Stonegate Wealth Management.
Rich joined Stonegate Wealth Management in 2009 and assists with the firm's financial planning and portfolio management activities.
He graduated from The Ohio State University where he earned a with a Bachelor’s of Science in Financial Planning and was an active member of the OSU Financial Planning Association and the Central Ohio Chapter of the Financial Planning Association (FPA). He also was a volunteer of Scarlet & Grey as a Financial Counselor which was established in order to provide free sessions to students at Ohio State seeking financial advice on their personal finances.
He currently holds his Series 65 license and is working towards his CFP® designation.
Rich enjoys playing poker, sports, movies, traveling, and spending time with family and friends.