Personal Information

“My job is to educate our clients on their overall financial picture and reduce stress by providing financial solutions in order to reach their customized goals.”

Achievements

• Registered Representative with Lincoln Financial Advisors Corp. a broker dealer
• Investment Advisor Representative with Lincoln Financial Advisors Corps., a Registered Investment Advisor
• Member of the National Association of Insurance and Financial Advisors (NAIFA)
• Member of the Baltimore City Chamber of Commerce
• CERTIFIED FINANCIAL PLANNER™  practitioner or CFP® professional
• Chartered Retirement Planning Counselor (CRPC®)
• Chartered Financial Consultant (ChFC®)
• Chartered Retirement Plan Specialist (CRPS®)
• Accredited Wealth Management Advisor (AWMA®)
• FINRA (NASD) Registrations: Series 7 (General Securities), Series 66 (Uniform Combined State Law License) and Maryland Life and Health Insurance Licenses
• B.A., Dickinson College, Carlisle, Pennsylvania. Richard was a four year member of the Varsity Lacrosse Team at Dickinson as a member of the class of 2012 and contributed to the school’s first ever Centennial Conference Championship then winning back to back titles.

Personal

My focus is to provide comprehensive financial planning and corporate retirement plan solutions for business owners and professionals throughout the Mid-Atlantic Region. At Academy Financial, we place a premium on relationship building and planning. We do not bill by the hour and expect to be a resource for you and your family. We work on a strictly confidential basis and want to be a catalyst for you to achieve your financial and business goals. We realize the importance of having a trusted advisor that understands the complexities of your individualized financial plan in order to achieve the specific goals that we set out to accomplish. We take a cross disciplinary approach to planning and do not just look at your situation from a singular legal, investment, or accounting perspective, but across the board by taking a holistic viewpoint. By taking this approach and working with your other advisors, we are able to identify planning gaps or opportunities that could make a significant impact on your financial plan.

Richard is supported by a knowledgeable staff of professionals with years of experience in their specific areas:

• Mike Mesick CFP® –Head of Financial Planning Dept. of Academy Financial, Inc.
• Nasser Ali, CFA, CFP®, AAMS, CMFC, Director of Financial Advisory Services
• Edward Bird, MBA, CFP® - Chief Investment Officer