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Richard is a Registered Representative associated
with Cadaret, Grant & Co., Inc., a FINRA member firm. Prior to joining
Diversified Capital Management, LLC, Richard was an independent Certified Financial Planner™.
Previously, Richard was also a financial advisor for a national
company.
Richard specializes in personal financial planning and advisory
services in the area's of retirement, investments, asset allocation, tax
management strategies, estate preservation and small businesses.
PROFESSIONAL ACTIVITIES
• Financial Planning Association
• American Institute of Certified Public Accountants (AICPA)
LICENSES and DESIGNATIONS
• Certified Financial Planner™, 2004
• Certified Public Accountant, 1980
CIVIC and CHARITABLE ACTIVITIES
• Rotary Club of DeWitt, President-elect and Youth
Exchange Officer
•
The Learning Place, Treasurer
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