F. Richard Preuss, Jr., CLU®, CHFC®
Financial Advisor/Owner
We make a living by what we get, but we make a life by what we give---Winston Churchill
A native of Atlanta, Georgia, Rich attended University of Notre Dame and graduated in 1980 with a BBA in Finance. Considering the priesthood, he continued his studies at Notre Dame, earning a MA in Theology in 1982. Celibacy wasn’t his calling. He married Beth and together they have 10 children.
Rich joined Healy Group after completing his studies. In keeping with his goal to offer both a professional and informed direction to his clients, he obtained a CLU and ChFC designations. He became an owner of Healy Group in 1986. Over the years, he’s been involved in industry associations and numerous boards. He is the immediate past President of Healy Group and immediate past Chairman of the Board of WorkLight, a national ministry committed to integrating faith and work.
Rich views his work as connecting his clients’ money to their values. He explains, “Your money is you in foldable form. It isn’t just about rates of return, asset allocation, and maximizing wealth; it is about creating a better life for those you love and creating a better world. Efficient use of your money and resources positions you to accomplish this.”
Throughout his 40+ years at Healy Financial, Rich has seen the miracle of compound interest work for his clients. He now enjoys working with his clients on estate planning issues, distributing assets efficiently in retirement, and helping them deploy assets accumulated through successful investing toward charitable causes utilizing charitable strategies designed to create more efficient financial and estate plans.
Rich works closely with younger advisors in Healy Financial who will eventually succeed him. He views his work with clients as a lifelong relationship. It is important that they work with successor advisors who are both highly competent and share his commitment to the Healy Spirit.
When Rich has spare time, he enjoys spending it with family, reading, and hiking the Appalachian Trail (721 miles down, 1476 to go).