Meet Richard


Richard believes strongly in exceptional client service. He believes every client and prospective client deserves the best level of service. His work history and business owner experience in the financial services industry allows him to go above and beyond client expectations.

Richard grew up in Baton Rouge, LA. After high school he attended Southeastern Louisiana University, and then joined the US Army in 1992 where he went on to spend 8 years serving his country as a Military Police Investigator. Later, Richard joined an insurance firm where he spent 8 years leading various departments. After several relocations with the insurance company which landed him in the Memphis metro area, Richard then started his own successful financial planning practice in MS which he recently sold. All told, he has over 17 years of experience in the financial planning and wealth management industry.

He loves the Lord Jesus Christ with all his heart and serves his community as a Deacon with Lifepoint Church. He’s been married to a wonderful woman, Michele, for the past 13 years and they have two awesome and talented young daughters. Richard also enjoys cooking Cajun food, hunting, fishing, and traveling.


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Favorite food:

Boiled crawfish

Best piece of financial advice received:

Start investing at a young age

Favorite book:

The Bible of course! After that, Atlas Shrugged

Favorite TV show:

Last Man Standing

What motivates you:

Helping people. Helping others allows me to help myself and my family!

Favorite holiday:


Something on your bucket list:

Travel to all of the ABC islands as a family. We started a few years ago with a trip to Aruba.

Place you’d most like to visit:

Bonaire and Curacao islands to complete my bucket list

Biggest accomplishment:

Finding someone crazy enough to marry me!

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