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CFP®, AIF®
Financial Advisor
Working closely with an advisor allows you to focus your time, energy, and attention to what’s most important in your life.
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Richard has been involved in the financial services industry since 2014. He was a wealth advisor for Domani Wealth until it joined with Savant in 2023. Prior to his time in the financial services industry, Richard served his country in the United States Marine Corps and is a combat veteran.
Richard earned a bachelor of science degree in business from Penn State University. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary® (AIF®).
Richard serves as a board member of the York County Parks Foundation Charitable Trust and is a member of its Investment Committee. He enjoys reading, outdoor activities, and spending time with his family.
Articles &
Media
Education &
Designations
- Penn State University
Bachelor of Science in Business - CERTIFIED FINANCIAL PLANNER™ professional
- Accredited Investment Fiduciary® (AIF®)
Affiliations &
Community Service
- United States Marine Corps – combat veteran
- York County Parks Foundation Charitable Trust – board member, Investment Committee member
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.