Richard serves as a partner at Northern Advisory Group, where he provides tailor-made investment strategies and risk management solutions for clients in the tri-state area. He is registered in securities, health and life insurance, and is an investment advisor representative and registered principal.
Richard has been in the financial service industry since 1990, when he started his career supervising the NASE offices of Dallas, TX. After getting married in ’93 and having their first child in ’96, Richard decided to seek out a local office so that he could enjoy more time with his family. He started his financial planning career at New England Securities in Fairfield, NJ, where he worked for several years.
Northern Advisory Group was later established as a truly-independent financial planning firm, allowing Richard to provide financial planning strategies specific to clients’ needs without limitation to advice or investments.
Richard just celebrated his 26th wedding anniversary. He and his wife have three boys and reside between homes in Kinnelon, NJ and Lavallette, NJ.