Richard began his career in the financial services industry in 2006 and has focused on helping clients with their goals – be they retirement, income, insurance, investment, tax, or estate planning concerns. Richard works directly with clients and is committed to the consistent delivery of exceptional advice and service.
Shortly after graduating from The College of William and Mary, Richard joined a local, independent financial advisory practice in Williamsburg and joined the Point Comfort Wealth Management team in 2010. In 2011 he earned his CFP® certification, being in the youngest 3% of professionals to do so. He currently maintains General Securities and Investment Advisory Representative registrations with LPL Financial along with Life and Health Insurance Licenses.
Richard lives in Williamsburg with his wife Kim, their sons and dog.