Richard is a CERTIFIED FINANCIAL PLANNER™ professional and he works directly with clients to understand their investment portfolios, as well as their long-term financial and family goals. He has extensive experience in counseling high net worth individuals in all areas of financial planning.
Richard received his Bachelor of Science degree in Business Administration with a concentration in Legal Studies from Towson University College of Business & Economics.
Richard originally hails from Berlin, Maryland. His passions are travelling, finding new restaurants, seeing live music with his wife Melisa, hikes with his dog Avett and golfing with his family and friends.