Richard grew up in New Hyde Park, NY (Long Island), graduating Herricks High School in 1982. He then attended Bucknell University and studied finance.
Richard worked as a stockbroker for Dean Witter and Raymond James from ’88 thru ’96. His passion for the stock market grew, and in 1997 he became a professional equities trader. Richard traded for 12 years, including writing an algorithmic code that would automatically execute various trading strategies.
In 2010, in the wake of the great financial crisis, he came back to the financial advisor side of the business with the intention of helping people grow their retirement assets in a seemingly chaotic environment.
By bringing clarity to complexity and maintaining consistent communication, Richard strives to support his clients in feeling more assured about their financial future.