Richard works closely with high-net-worth and ultra-high-net-worth clients, bringing a disciplined, research-driven approach to complex investing and portfolio strategy. A lifelong student of finance, Richard enjoys macro economics, business analysis, and advanced investment strategies. He endeavors to align those interests with client goals. He has firsthand experience with business ownership / leadership, along with the financial realities of building and exiting a successful company. He served as a NCO in the U.S. Army, where he developed some the discipline and accountability that define his life’s work.
Now, with his children grown to adulthood, Richard has chosen to focus upon helping friends, family, and clients navigate sophisticated financial decisions, better enabling them to achieve their life goals. He lives in El Dorado Hills, California, maintains an active lifestyle, trains Brazilian Jiu-Jitsu, exercises, travels, and enjoys wine with loved ones. Richard’s combination of entrepreneurial experience, market expertise, and personal discipline makes him a trusted advisor for clients seeking thoughtful, sophisticated investment guidance.