Richard joined Creative Financial Group in 2000 and is an Accredited Asset Management Specialist ℠ (AAMS®). He holds a Series 7, 63 and 65 securities licenses through Synovus Securities Inc. Richard provides investment advisory and financial planning services to high-net-worth individuals and corporate executives. He also serves on CFG’s Investment Policy Committee.
He is integral to the firm’s investment advisory and financial planning services, including trading. He helped build and automate a trading system to streamline the management of the exchange-traded fund strategy used by Creative and has implemented multiple trading platforms for the firm. Atlanta Magazine named Richard as a Five Star Wealth Manager in 2013 through 2019.
Richard earned a BBA in marketing from the University of Georgia and an MBA in Finance from Georgia State University. He is a member of the UGA Alumni Society, along with his wife Amanda. He and Amanda live in Flowery Branch with their three children, McKenzie, Garrett and Conner.
Member of Investment Policy Committee