Richard has been an enthusiastic member of the Financial Services Industry since 1989. In the last 30+ years, he has seen the industry evolve from a group of retirees gathering to watch the Stock Market Ticker on the wall to today’s sophisticated Trading, Portfolio Management and Financial Planning tools. A lot has changed over the years but not Richard’s commitment to his clients and their well being.
Richard was born and raised in Suring, Wisconsin. After attending High School and College he returned to Suring to operate a successful business consisting of a Grocery/General Merchandise Store and a Feed Mill for several years. During this period he learned a great deal relating to the challenges business owners face on a daily basis. These lessons are invaluable in his understanding of those challenges his Business Owner clients face daily. He takes great pride in tailoring services, Financial Planning, portfolios and investing styles that are best for his clients, based upon their unique, personal objectives.
Richard was named again a member of the 2021 Executive Council, his fourth consecutive year*. Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.
He holds the following professional licenses:
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. He serves on the Board of Directors of Aspiro, a 60+ year local provider of services for those with disabilities and special needs. Their Mission Statement reads to “Create opportunities for people experiencing disabilities to live their best lives by reaching their goals, connecting to their community, and achieving their independence.” In his spare time, he enjoys traveling, bicycling, fishing, riding his Harleys and spending time with his grandchildren.
Raymond James is not affiliated with Estate Planning Council of Northeast Wisconsin. *Membership is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.