Firm Founder and Visionary
Niche: Serving those nearing retirement or retired with a minimum of $500,000 in investable assets.
For 29 years, Richard has focused on providing comprehensive wealth management and retirement lifestyle planning. His passion is working with people who want help, are open to guidance, and are willing to take action to get the outcomes they desire. Richard leads his clients’ wealth team, which often includes their CPA, banker, attorney, and insurance agent. This can sound complicated or intimidating. It doesn’t have to be. Richard stands alongside you to ensure you understand everything that needs to be done to get you to your goals. He treasures meaningful, long-term relationships with her clients and their families. Richard enjoys watching his grand kids’ sporting events and long walks with his wife Patricia.