Richard has been offering innovative solutions to enhance clients’ financial wellness for over 35 years. His passion lies in acting as a guide to navigating clients through challenging life transitions to make all of their goals become a reality, even if they aren’t directly related to money. Shocking, right? Well, not really. Whether working with individuals, families, or closely-held business owners, there is so much more going on in their world than finances–clients are people too! A nationally recognized expert, Richard has been featured on FOX Business News, and in The Wall Street Journal, The New York Times, Private Opportunities Club, Private Wealth Magazine, Trust & Estates, and Fami