Committed to Helping Clients Navigate Their Financial 

Starting Strong in Financial Services

Richard joined Financial Services of America in August 2025 as a Client Relationship Advisor, bringing with him a fresh perspective and strong academic foundation. He graduated from Grand Valley State University in 2025 with a double major in Finance and Marketing, equipping him with both the technical knowledge and communication skills to connect with clients in meaningful ways.

Professional Milestones and Licenses

One of Richard’s early career highlights has been becoming fully licensed, having earned his Series 66 license earlier this year. This accomplishment underscores his commitment to professional growth and his dedication to serving clients with a high standard of knowledge and care.

Why Clients Trust Richard

Richard takes pride in building strong client relationships through attentive listening, clear communication, and personalized service. He is dedicated to understanding each client’s goals and guiding them through decisions with both care and professionalism. His approachable nature and commitment to ongoing learning help create a foundation of trust and confidence.

Life Beyond Work

Outside of the office, Richard enjoys spending time on the golf course, watching movies, and going camping. Whether he’s relaxing outdoors or with friends and family, Richard values balance and connection, qualities that also shape the way he approaches client relationships.

A Note from Richard:

“My passion is helping clients feel supported and confident in their financial journey. I strive to build strong relationships and provide the guidance they need to pursue their goals, both today and in the future.”