Broker Check

Team

Company Info

SRS Wealth Management, Inc. was founded Jan 2, 2007. Operations in Ohio, North Carolina, Indiana, Texas, Oklahoma, Pennsylvania and Tennessee.

Owner Info

My name is Robert A. Richey. I've been working as a Financial Professional since June, 1996 when I acquired my Life, Accident, and Health License. In March of 2003, I acquired my Securities License and then became the Vice President/ and Operational Manager of Win Financial Group. After 4 years of working with Win Financial Group the owner decided to retire and I started my own company, SRS Wealth Management, Inc. in January 2007.

 

Robert A. Richey

President and Chief Executive Officer

(740) 242-0173

rrichey@srswm.com

I have 20+ years of experience in the Financial Services Industry, I am a Certified Senior Advisor, Life Underwriters Training Council Fellow and an Ohio State University Alumni.

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Ethan Paulucci

Workshop Coordinator and Medicare Specialist

(740) 777-3414

epaulucci@srswm.com

Ethan has an Associates of Arts degree from Columbus State Community College.

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Rachel Keathley

Intern

(614) 499-5644

rkeathley@srswm.com

Rachel has a Bachelor degree in Mathematics from Capital University.

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