With more than 32 years of distinguished service in the financial services industry, Richard has built a career defined by unwavering integrity, deep expertise, and an enduring commitment to doing what is best for his clients. Throughout his decades as a financial planner, he became known for his thoughtful guidance, calm leadership, and ability to help individuals and families navigate life’s most important financial decisions with confidence and clarity.
Richard’s approach to planning was grounded in genuine care, taking the time to understand each client’s goals, values, and aspirations. His dedication to putting clients first earned him long‑standing relationships built on trust, respect, and exceptional service.
At the conclusion of 2025, Richard chose to formally retire, marking the close of a remarkable career that left a meaningful impact on colleagues and clients alike. He now looks forward to enjoying more time pursuing his passion for working on cars, traveling with his wife, Kathy, and cherishing time with his ever‑growing family of grandchildren (17 and counting!).
Richard leaves behind a legacy of professionalism, compassion, and excellence, one that will continue to inspire all of us at IncomeMax Financial.