From a start in insurance, Richard moved into securities, and now applies his love of problem solving and desire to help clients with their financial success by focusing on retirement planning and wealth management.
He works with current and former business owners, and with retirees from Fortune 500 companies helping them identify goals, strategize, and protect their wealth.
Richard graduated from Wake Forest University with a degree in Finance. Demonstrating his belief in giving back, he is a member of the Midlothian Rotary, and Chairman of the Board of Covenant Woods, a 501c3 that was founded to assist Methodist and Presbyterian ministers and their families with their long-term health care needs
Married to his wife Nancy for over 40 years, Richard believes the couple, their two adult daughters, and grandchildren have been blessed. When not spending time in his volunteer pursuits or with family, Richard enjoys water fowl hunting, salt water fishing, and tennis.