Richard provides comprehensive financial strategies to individuals, business owners, professionals, and senior executives.Richard has been delivering services such as investment, retirement, insurance, business succession, and estate planning techniques since 1985. He works cooperatively with other trusted advisors, such as accountants and attorneys, to implement his recommendations.

Richard holds the Chartered Financial Consultant and Chartered Life Underwriter designations, awarded by the American College of Byrn Mawr, Pennsylvania. He currently also holds FINRA Series 7, 22, and 63 registrations as an Investment Adviser Representative of Commonwealth Financial Network.

Richard joined Chicago Oakbrook Financial Group in 2011 in an effort to provide his clients with a greater array of services and support. Previously, he was a founding partner of a smaller financial services firm located in Rosemont, IL.

Prior to his work as a financial consultant, Richard was an executive director with the International Division of the YMCA of the USA. In this capacity, Richard worked closely with the US State Department to secure funding for program development to bring much needed health, education and human services to underdeveloped communities worldwide.

Richard is a Paul Harris Fellow and member of Rotary International. He is member of the Rosemont Chamber of Commerce and had taught at Dominican University in River Forest, IL as an adjunct professor of the business school. Richard was awarded his Ph.D. in Public Administration and Public Law from American University in Washington, D.C. and a Masters Degree in Vocational Counseling from Columbia University in New York City.

Richard's Team