Richard works with individuals, families and businesses helping them develop effective financial strategies to achieve their goals and dreams. His clients benefit from his nearly 35 years of experience as a financial advisor. He has an extensive experience dealing with estate planning issues, and the special opportunities and challenges faced by business owners. Richard’s accomplishments and affiliations include:
Richard and his wife Mary Beth live in Arlington and have three adult daughters. He serves on the Board of The Sanborn Foundation for the Treatment and Cure of Cancer and the Planned Giving Committee for the Special Olympics. Richard enjoys sailing and coaches for the Special Olympics sailing program.