Dick, a CERTIFIED FINANCIAL PLANNER™ professional, began his financial advisory career in 1973 after leaving a stable career as an engineer with a major firm in Raleigh. He began building his business in the midst of a bear market. With the support of his wife and two children, and a lot of work, Dick built a thriving practice that has survived two of the worst bear markets since the Great Depression and continues to grow.
Dick has been a registered representative affiliated with Raymond James Financial Services, Inc. in Raleigh since 1975. In 2000, Dick was honored for being one of the few remaining "original advisors" of Raymond James Financial Services by founder and former CEO Tony Greene.
Dick has been quoted on several occasions by local media on multiple financial planning and investment topics.
Dick graduated from Virginia Tech. After serving in the Army and traveling the world, Dick and his wife, Pat, settled in Raleigh. Their son, Eric has been Dick's partner since 1995. They also have a daughter who is married with four children.
Dick and Pat love nothing more than spending time with their family, and especially their grandchildren. Dick is an avid sports fisherman, is very active in his church and local community and loves cheering on his Hokies. When the weather is warm he is likely to be found on his boat in Wrightsville or enjoying some outdoor festival or art show.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.