Richard has worked in the financial investment industry for 25 years. He started in the Investment and Insurance Industry with Metlife Financial Services in 1994. He then moved into the Bank Investment world with Charter One Bank as an Investment Advisor Representative.
He has headed up First Place Bank Investment division on the Retail side working closely with APB Financial Group and NFP Securities to develop the retail investment platform. Prior to coming to American Financial Services he was with Allstate Financial Services as an Exclusive Financial Specialist. Richard joined Berthel Fisher & Company Financial Services in 2009 as a Registered Investment Advisor Representative.
Richard specializes in: Investment & Retirement Planning, Long Term Care, Wealth Transfer and other aspects of Financial Planning.