Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Interests

Richard attended the United States Naval Academy and spent the five years serving his country as an Electrical/ Reactor Control Officer on Nuclear Powered Missile Submarines.

In his free time Richard enjoys playing tennis, pickle, and paddle ball. He is a Life Master in Duplicate Bridge. Richard has two daughters and four grandchildren.