Richard started his career in the Navy in a nuclear operations role aboard an aircraft carrier. Since that time, he has been serving high net-worth families primarily with business planning and exit needs as well as those that have intricate stock compensation packages.

Richard earned a Bachelor’s in Nuclear Engineering Technology as well as an MBA in Finance and also holds CFP, CKA, and EA designations.

Richard & and his wife, Amanda, enjoy spending time with their 5-year-old son, 7-year-old daughter, and 9-year-old son. Whether that involves sports, piano lessons, or just family time, they’re always on the move! He also personally enjoys whiskey, cigars, and working out – just not all at the same time.