As an LPL Financial assistant with RetirementGeeks, Richard believes it is important to invest time into understanding our clients and building a lasting partnership based on trust and a commitment to achieve the goals that are most important to you. Richard is currently studying to get licensed and become a Financial Advisor.
Richard and his fiancé, Brianna, both grew up around St. Cloud, Minnesota and attended the University of St. Thomas in St. Paul, MN where he graduated in 2017 with a B.S. in Actuarial Science. They moved to the Raleigh/Durham area for Brianna’s doctorate studies at UNC. Richard and Brianna are getting married in September and plan to continue to build their lives here in NC. Family, Faith, Fitness, Fun and Finance are all passions of Richard and it is his goal to serve our community well!
Richard loves to spend time with family and friends, stay active, cook and all sports, especially hockey. Relationships are key in his personal and professional life. Making genuine connections is vital when Richard is hanging with friends, playing hockey or assisting clients with their financial goals.
Securities, fee-based, and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2019.
Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: California, Florida, Indiana, Iowa, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, South Carolina, Texas, and Virginia. RetirementGeeks & Legacy Life Group, Inc. are independent of LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck