In practice since 1982 helping domestic and international clients.

Born and raised in West Palm Beach, Florida, Richard began his career with Merrill Lynch in Fort Lauderdale before living in Boston for a year. He and his wife, Karen, then settled back in South Florida and started their family. They have three children and are also proud grandparents. In his spare time, Richard enjoys traveling and the outdoors. He and his wife contribute to various causes and believe that identifying direct impact opportunities is the most effective way to make a difference in their community.


CA Insurance License Number: 0D90803. Resident State, FL.





















2024 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts. · The Forbes Top Wealth Management Teams High-Net-Worth rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.