Richard has nearly 10 years of experience as a financial planner. He serves individuals, medical professionals, and families with passion and candor when preparing a comprehensive financial plan to guide their monetary decisions. Richard’s previous experience as a Licensed Marriage and Family Therapist (LMFT) helps him understand his clients’ concerns for the future. He seeks to counsel his clients and act as their financial coach, guiding them on their financial journey to success.
Richard graduated from Carson-Newman University with a Master of Education degree. An educator at heart, his practice is based on the mutual understanding of a recommended financial plan. No strategy is put in place unless the client fully understands all of the possible outcomes.
Outside of work, Richard enjoys spending time with his family, golfing, lifting weights, and doing home renovation projects. He is a member of First Baptist Concord in Knoxville.
Life In a Box
What We Do
Retirement Income Education
What’s In A Number
We start with a 30,000 foot view of a client’s current financial situation. This perspective allows us to analyze and identify ways to improve their overall financial future. Next, we narrow our focus and draft objective recommendations for every facet of a client’s life. This focus on both high-level trends and precise, actionable advice gives the client a comprehensive plan to guide them in their financial journey.
Our services are best suited for families, small business owners, and medical professionals. These individuals often have complex financial lives that can greatly benefit from our comprehensive planning approach.
We also provide real estate investors with strategies to optimize their portfolios. Keeping track of all real estate assets, liabilities, and accounts is difficult for even seasoned investors. Our process helps clients better manage their property, analyze tax consequences, and plan an appropriate strategy.
Just as our clients have high expectations of us, we in turn have high expectations of them. We work best with individuals and families that are receptive to our recommendations and seek to develop a greater understanding of their wealth. Our ideal clients trust in our ability to educate them and provide a wholesome management experience.