As a Retirement Planning Professional, I am focused on helping my clients work through and towards their retirement plan and dreams through well thought-out solutions for retirement income.

I have been married to my wife, Sarahi, since 2001. We, along with my 6yr old daughter Ava, have settled in and around the Central Florida area. I began helping public sector employees and their families with their retirement needs after seeing the need personally when I worked at a local school district. One of the foundation cornerstones that Richard feels is key, is providing a level of service and excellence for my clients that I would expect for myself and my family.

I have worked in the Information Technology industry for over 20 years and was introduced to the financial industry in 2017. I have worked with many local public schools throughout the Central Florida area, and I understand how frustrating the FRS and DROP can be as a former employee myself.  I enjoyed helping colleges with their computer issues, but ever since I started in this industry, I truly enjoy helping individuals plan and prepare for a great retirement and love to see when their reach their goals and truly feel that I am now helping families more than I have ever.

I am a licensed fiduciary in Florida. I am also planning to get my Series7 and 66 license to better support families in all areas of their financial needs.