About Me
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, and 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 loving father to their two children, Jake and Nicola. As a family, they enjoy boating in the summer as well as skiing in the New Hampshire Mountains in the winter. Away from business, he also enjoys reading, golfing and bone fishing.