Richard has been in the financial services industry since 1999. He holds life insurance licenses and is knowledgable in tax-efficient income strategies. He is a former certified RCFE administrator in California, and he served on the board of directors for NAIFA, as Secretary and Treasurer from 2009-2012. Now settled in Southwest Florida, with his family, Richard serves on the board of directors of his church, as Chief Financial Officer and enjoys the warm tropical weather and active coastal lifestyle.
2180 Immokalee Road, #206
Naples, FL 34110