Richard possesses over ten years of experience in financial services. He launched his career as an intern at the Professional Economic Growth Group (PEGG), where he advanced to Operations Specialist, focusing on workflow optimization, portfolio analysis support, and coordination with advisory teams. Today, he guides individuals, families, and business owners through wealth protection and growth strategies.
Areas of Focus
- Investment portfolio structuring
- Estate conservation techniques
- Insurance needs evaluation
- Retirement planning
- Comprehensive financial strategies for families and business owners
Background & Education
Richard holds a Bachelor of Science in Finance from Montclair State University, where he also competed as a varsity basketball player for four seasons. The discipline and teamwork he developed through athletics directly inform the way he approaches client relationships — with consistency, perseverance, and a commitment to the long game.
Professional Philosophy
Richard takes pride in forging long-standing partnerships built on transparency, trust, and mutual respect. Before recommending any strategy, he takes time to understand each client's complete financial narrative and long-term vision.