To Richard, it’s all about the vision. As an enthused photographer on the side, he puts clients’ futures into perspective through a wide-angle lens. He works with individuals and business owners who are motivated to ensure the future success of those whom they love. It is through Richard’s experience of being in the financial industry for over 40 years that he, along with his team of professionals, can motivate his clients to act on a positive financial path. He emphasizes the fact that financial decisions are made for protection of the future and it is important to work with strategies that do just that.
Richard prides himself in his ability to communicate difficult concepts to his clients. He has a unique ability to truly listen to what people are saying that helps get them to their most optimal situation.
Aside from helping his clients, Richard is a member of the AALU, NAIFA, and MDRT. He and his wife, Millie, have raised two children, Robert and Lily. Robert and his wife, Heide, live in Vienna, both in the computer security field and Lily teaches high school Social Studies in Westchester County. Along with photography, Richard finds enjoyment in cooking and traveling.
- BS/BA, Boston University School of Management
- CLU, ChFC, The American College
- Life & Health
- Series 6, 22, 63, 65
Richard’s accomplishments include
- Guardian Leaders Club
- Guardian Presidents Council
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian