Richard is a Certified Financial Planner™ who joined the firm in 2024 following the merger of his previous practice with Advanced Financial. He has been a financial advisor since 1998 and earned his CFP® designation in 2005. Richard holds a BA in Accounting (1975) and an MBA (1990), both from Loyola University.
He currently resides in Fayetteville, NY, with his wife, Kathy.
Fun Fact: Richard is passionate about both golf and skiing, and he enjoys traveling to new places whenever he can.
Outside the office, you’ll often find him on the golf course or planning his next trip.