Client Service Specialist
Richard joined us as Client Service Specialist in May, 2018 and is currently working toward one day becoming an Investment Advisor Representative. Richard is driven by his desire to help others succeed. He graduated Cum Laude from Florida Gulf Coast University with a Major in Sociology and a minor in Interdisciplinary Studies. He is a native Floridian, living in South Florida his entire life. He has worked in the Customer Service Industry for over 10 years in a variety of different fields.
Richard enjoys lifting weights and all things sports. He has participated in team sports since the age of 4 and has learned a lot about teamwork and respect along the way. He has been a loyal Miami Hurricanes fanatic since the time he could walk. He also enjoys spending time with family and friends when he is not playing video games.