No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Senior Vice President / Wealth Management, Financial Advisor
With over 32 years of experience in the financial services industry, Richard focuses on a disciplined approach; helping clients with their wealth management, retirement, small business, general financial planning needs. He provides the highest level of professional service by helping establish plans designed to build and preserve wealth for his clients.
Richard graduated Magna Cum Laude from Bryant University with a Bachelor of Science degree in Finance. He later returned to Bryant University to attend their Executive Development Program where he completed approved educational courses, passed rigorous examinations and met stringent experience requirements to receive the designation of Certified Financial Planner™(CFP®) professional. He also holds the Series 7, 3, 63, 65, 9, and 10 securities licenses as well as his Insurance license.
Richard is a devoted husband to his wife, Kim, and their two children. As a family they enjoy boating in the summer and skiing in the New Hampshire Mountains in the winter. Away from business, he also enjoys reading, golfing and bone fishing.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.