Office: (860) 838-3730
- B.S. Business Administration, Southern New Hampshire University
- Series 66 held with Private Advisor Group*
My Purpose: I am responsible for the implementation of investment strategies and financial planning design. I bring 10+ years of experience to the role, formerly as a Portfolio Manager and Advisor.
My Promise: I promise to provide exceptional service, communication, and implementation for our clients.
My Balance: I live in Cromwell, CT with my wife, Kristy and our sons, Ryan and Tyler. I am an avid reader, I enjoy spending time at the lake, golfing, hockey, I am a passionate Boston and Chicago sports fan. I serve on the Northwest Catholic High School Finance Committee, UNICO, West Hartford Chamber of Commerce, and the Cromwell Chamber of Commerce.
Richard is solely an investment advisor representative of Private Advisor Group and not affiliated with LPL Financial.