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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Adam Sanders

Vice President

(740) 877-5306

asanders@srswm.com

• Licensed Insurance Broker in Life, Accident and Health• 20+ years of experience in account management, customer service, and fostering authentic relationships• Worked for Private Aviation Industry Leader in customizing...

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Amy Richey

Executive Assistant

(740) 242-0173

arichey@srswm.com

Born and raised in Fairfield County, Amy earned her Associates Degree in Business at Ohio University and a local business college. Her career experience has been strongly influenced by her late father and husband's entrepreneurial...
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Melissa Cone

Office Administrator

(740) 242-0173

mcone@srswm.com

Melissa grew up in Bremen, Ohio. After working in Upper Management for a prominent local business for over 14 years, she was invited to join Rob and Amy at Superior Retirement...

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