Richard obtained his Bachelors of Science in Financial Planning from William Paterson University in 2016. He joined Directional Wealth Management as an intern in 2016 and worked remotely as he completed his Master’s degree in Personal Financial Planning from Texas Tech University in 2018. He has jumped on full time in June of 2018 and since has completed his Series 7, and Series 66 license.
Texas Tech’s Master’s program gave Richard a deeper understanding in investment, tax, retirement, estate, and risk management planning. Richard is responsible for in depth client analysis as well as supporting Jim and Christian in providing for all their clients financial needs. Richard lives in Clifton, NJ with his wife Laura. You can find them skiing in the mountains of VT throughout winter and trying to tire out their Siberian Husky (2 years old) throughout the year.