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.