Richard Westhelle

Richard Westhelle is a Financial Analyst with Stonegate Wealth Management and joined the firm in 2009.

He is responsible for the development of clients' financial plans and client portfolio administration. He also assists with the firm's portfolio management and research activities.

Rich graduated from The Ohio State University where he earned a BS 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 currently holds his Series 65 license and is working towards his CFP® designation.

Rich enjoys sports, movies,  and spending time with family and friends.

  richw@stonegatewealth.com