VP, Financial Advisor
Growing up outside of Chicago, Richard’s career in finance began around his 11th birthday when he asked his dad to buy his first stock. After his first year of college at University of Illinois at Chicago, Richard received a scholarship to Auburn University where he received his degree in Business Administration and Finance. Ultimately Richard’s early passion for investing paid off after his scholarship ran out during the recession and he used his stock market earnings to pay for the rising cost of tuition.
After obtaining his securities licenses, Richard began his career at the Edward Jones headquarters in St. Louis, Missouri where he managed multiple branch offices across the country. Richard ultimately began his own advisory practice outside of Chicago, where he often holds finance workshops designed to help educate investors on some of the challenges faced when navigating the financial world.
In his free time, Richard is a Chicago foodie, avid traveler, and a die-hard Bulls fan. When not traveling or helping his clients with advanced tax and wealth strategies, he is just as likely to be found watching ESPN as he is the Food Network.