Richard has been in the financial services industry for more than 35 years. He started his career at Merrill Lynch Wealth Management in 2007. He focuses on estate planning services, retirement, trust, and educational planning. In addition, he provides consultative guidance for the overall financial and investment needs of his clients.
Richard graduated from Texas Christian University in 1984 with a B.B.A. in Finance. He holds the designation as a CERTIFIED FINANCIAL PLANNER™ professional awarded by the Certified Financial Planner Board of Standards, Inc. Richard's philanthropic affiliations include Trinity Habitat for Humanity and Expanco. He is also affiliated with Lambda Chi Alpha Alumni Association and TCU’s Frog Club. Richard resides in Fort Worth with his wife, Christy, and has two children, Hayden and Michelle.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
