Richard is responsible for the development of comprehensive wealth management plans, the execution of goal-based planning strategies, and the management of investment portfolios. He has earned his Bachelor’s degree in trust and wealth management with a minor in financial planning from Campbell University and he earned a Master of Business Administration degree from Appalachian State University with a concertation in interdisciplinary business. He has also earned his CERTIFIED FINANCIAL PLANNER™ certification as well as his Chartered Financial Consultant® certification.