As an LPL Financial Advisor with RetirementGeeks, Richard believes it is important to invest time into understanding our clients and building a lasting partnership based on trust and a commitment to achieve the goals that are most important to you.
Richard and his wife, Brianna, both grew up around St. Cloud, Minnesota and attended the University of St. Thomas in St. Paul, MN where he graduated in 2017 with a B.S. in Actuarial Science. They moved to the Raleigh/Durham area for Brianna’s doctorate studies at UNC. Richard and Brianna plan to continue to build their lives here in NC. Family, Faith, Fitness, Fun and Finance are all passions of Richard and it is his goal to serve our community well!
Richard loves to spend time with family and friends, stay active, cook and all sports, especially hockey. Relationships are key in his personal and professional life. Making genuine connections is vital when Richard is hanging with friends, playing hockey or assisting clients with their financial goals.