Richard has over 35 years of experience in the financial services industry and has worked with several of the largest financial service organizations in the world. He has an extensive background providing advice to companies and individuals relative to retirement planning. Richard has also worked throughout his career to develop and refine comprehensive financial planning services for business owners and professionals who, among other things, aspire to a work-optional lifestyle.
Richard is a graduate of St. Bonaventure University. A lifelong resident of western New York, he and his wife Nancy live in Silver Lake, NY. In his spare time Richard enjoys fishing, golf, snow skiing, and is a 7-time Ironman triathlete.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. P&A Group Retirement Plan Services is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures