Richard has been an investment professional since 1989. He was born and raised in Suring, Wisconsin. After attending college, he returned to Suring to operate a successful grocery store and feed Mill Company for many years. During this time, he developed a keen understanding of the opportunities and challenges business owners face on a daily basis. He uses this experience to guide his clients through similar challenges while they operate businesses of their own. Richard takes great pride in tailoring services, portfolios and investing styles that are best for his clients, based upon their unique personal objectives.
He holds the following professional licenses:
Series 3, Registered Commodity Representative
Series 4, Registered Options Principal
Series 7, General Securities Representative
Series 24, General Securities Principal
Series 63, Uniform Securities Agent
Series 65, Investment Advisor Representative
Health, Life, and Variable Insurance (including annuities)
Richard is a member of the Estate Planning Council of Northeast Wisconsin. He also holds a CHARTERED FINANCIAL CONSULTANT™ professional certification and an ACCREDITED ESTATE PLANNER™ designation. In his spare time, he enjoys bicycling, traveling and riding his Harleys. He enjoys any opportunity to spend time with his six grandchildren, whether it be swimming, fishing, attending hockey games, going to the N.E.W. Zoo (Northeastern Wisconsin Zoo), or just relaxing.