Financial Advisor
(704) 373-2525
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Richard began his career with CG Financial Services in 2015 and specializes in helping with group retirement plans and helping families create a financial plan that gets them to and through retirement. His passion for the profession came from an unfortunate event in his life. From this event he dedicated himself to helping families and professionals retire comfortably on their own terms.

Richard holds Series 7, Series 66 securities registrations and Life licenses. He has earned the Accredited Investment Fiduciary (AIF®) designation. He is currently studying for the Chartered Financial Consultant designation and the Certified Financial planner designation. He received his bachelor’s degree in marketing from the University of North Carolina at Charlotte.