Designations and Licenses

Richard is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, Chartered Life Underwriter® and a Certified Wealth Strategist®.

Experience and Education

Richard provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Richard was a financial planner at Edelman Financial Engines.

Richard has a bachelor’s degree in business administration and music from Furman University.

Personal Interests

Away from the office, Richard enjoys the outdoors, college football, golf, mountain biking and hiking.