President, Managing Director
Richard has 40 years of financial advising experience. His career began with an internship in the Finance Department of his alma mater, Stephen F. Austin State University. It was only supposed to last six months, but Richard fell in love with the work and stayed on with the department for two years.
Since then, he has worked as a financial advisor to individuals and institutions and worked at several firms, including A.G. Edwards, Bank of America, and Wells Fargo Advisors.
Richard has a passion for investment planning and loves getting to know his clients. He enjoys putting together a plan that helps them work towards their goals. Richard’s mission is to give each client a high level of personal service and comprehensive financial advice to pursue new heights in the financial journey. He manages assets for individuals, trusts, non-profit organizations, and businesses.
Richard is a devoted husband and father of three children and he has three grandchildren. He enjoys reading, hunting, fishing, and golf.