Atlanta, GA - Georgia Office
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Richard emphasizes a hands-on approach to client service. With experience in accounting as well as financial analysis, he serves as an advisor and strategist helping high-net-worth families navigate the developing trends. Richard has a passion for investing and the markets, with a desire to assist others in making sound financial decisions.
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Prior to joining EP Wealth Advisors, Richard was one of the longest-tenured members of CornerCap, where he worked directly with clients and was involved with research and portfolio management responsibilities.
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Richard earned a B.S. in Finance from the University of Southern Mississippi, and completed the Accounting course sequence at the University of North Carolina at Charlotte. He is a CFA® (Chartered Financial Analyst®) charterholder and a CPA (certified public accountant).
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When not immersed in the financial world, Richard likes reading, golf, masters swimming, hiking and cycling.
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