As a CERTIFIED FINANCIAL PLANNER® professional and member of the Business Development team, Richard leads prospective clients through their initial financial analysis. In this role, he helps individuals and families simplify complexity by bringing every part of their financial life, including investments, retirement, tax strategy, and estate planning, into a clear, coordinated plan within our fee-only fiduciary framework for a transparent fee. Grounded in our comprehensive planning philosophy, Richard focuses on connecting each client’s “why” with a data-driven plan that supports long-term success. Every introductory meeting is designed to uncover priorities, simplify complexity, and ensure a smooth transition to a dedicated team of professionals. The Mather Group is a national, fee-only fiduciary wealth management firm providing integrated investment, tax, retirement, and estate planning services to help clients achieve financial clarity and confidence for every stage of life. You don’t get one advisor. You get The Mather Group. About Richard As a Business Development Director, Richard develops meaningful client relationships while building and implementing personalized financial plans to meet our clients’ unique needs. Prior to joining us in 2016 from Charles Schwab & Co. Inc. he was a Vice President, Financial Consultant. Richard earned his Bachelor of Science, Interdisciplinary Studies from the University of Central Florida. He holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations, and also serves as a volunteer Firefighter/EMT.